The Muhlenkamp Library
Library Spotlight & What’s New
Muhlenkamp Memorandum #156
In this issue of the Memorandum, Jeff and Ron Muhlenkamp report a moderating economy with no expected recession, though they remain cautious about high market valuations and the AI investment [...]
Letter to My Daughters: On Stocks and Bonds
We’ve looked at planning and goal setting, identifying and defining risk, and what it takes to earn a living and generate sufficient income that you can start saving. But what [...]
Assessing Your Insurance Needs: A Strategic Approach
Insurance decisions shouldn't be driven by fear or sales pitches—they should be grounded in cold, hard financial logic. At Muhlenkamp, our approach to insurance is simple: "The purpose of insurance [...]