Muhlenkamp Memorandum Issue #115

In this edition, Ron and Jeff Muhlenkamp discuss domestic and global economic activities and the impact on the markets. Key lessons from our May 5 investment seminar, along with Tony Muhlenkamp's thoughts about passive investing, are included.
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Muhlenkamp Memorandum Issue #114

Read the "Quarterly Letter" by Ron and Jeff Muhlenkamp followed by the article, "Portfolio Managers: Investment Outlook for 2015."
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Muhlenkamp Memorandum Issue #113

Tony Muhlenkamp relays ideas and observations in the "Quarterly Letter", and offers what he learned at our November 12 investment seminar in "The Healthcare Industry and the Consumer." Additionally, Jeff Muhlenkamp addresses "Effects of Currency Manipulation" in this edition of our quarterly newsletter.
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Muhlenkamp Memorandum Issue #112

"Game Changers in Biomedical Science" and "The Second Great Economic Experiment: An Update" are two essays featured in this Memorandum.
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Muhlenkamp Memorandum Issue #111

"Be Careful Dealing with Creative Sources of Yield: A Redux" discusses how investors continue their quest for finding more ways to generate income. A meaningful exchange took place between a shareholder and Ron during the second quarter in the article "Ask Muhlenkamp."
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Muhlenkamp Memorandum Issue #110

Tony revisits lessons he learned as a child in "Teaching Kids about Investing" which he shares in this edition. Jeff examines 'why' in his essay "Working, Saving, and Investing."
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Muhlenkamp Memorandum Issue #109

How will you know when you are ready to retire? "The 'FRIDAY FOCUS' on Retirement" discusses some ideas for how to plan for a successful retirement. If you are seventy and one half years of age or older you may want to read the essay "Required Minimum Distributions", included in this edition of the Memorandum.
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Muhlenkamp Memorandum Issue #108

Read about interest rates and the Federal Reserve. Learn the difference between a nominal interest rate and a real interest rate and how it changes the return on your investments in the essay "Let’s Get Real." Maxims are intended to be timeless and to apply over a variety of circumstances. We share some of Ron's maxims with you in "Basic Financial Maxims I Want My Kids to Know." Tony looks at one more closely in "IRA Maxims."
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Muhlenkamp Memorandum Issue #107

Essays include "Ask Muhlenkamp", "Learning the Difference between Price and Value: Take Your Child to an Auction", and "The 'FRIDAY FOCUS' on Retirement—A Primer on IRAs."
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Muhlenkamp Memorandum Issue #106

Included in this issue are "Conversations with Clients", "When We Change the Rules A Little…, Creative Sources of Yield", and "The 'FRIDAY FOCUS' on Retirement—Pension Plans—Types and Characteristics."
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Muhlenkamp & Company’s 40th Anniversary

2017 marks the 40th anniversary of the founding of Muhlenkamp and Company, Inc. We are pleased, proud, and grateful that...
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