Muhlenkamp Library
Muhlenkamp Library

(724) 935-5520
Muhlenkamp & Company
5000 Stonewood Drive
Suite 300
Wexford, PA 15090

inger@verserity.com

Jeff Muhlenkamp on The Claman Countdown 6/26/2023

June 29th, 2023|Categories: Interviews, Investing, video|

On 6/26/2023, Portfolio Manager, Jeff Muhlenkamp was a guest on The Claman Countdown.  Watch the episode, “Oil markets moving on aborted Russian mutiny a knee-jerk reaction: Jeff Muhlenkamp,” available on the Fox Business Network website. Watch a Recording of Jeff’s Interview Please note that clicking here leaves the Muhlenkamp and Company website and enters a third-party website. Muhlenkamp is not responsible for, nor can guarantee the accuracy of, any information contained on a third-party website.   The opinions expressed in the video are those of Muhlenkamp and Company and are not intended to be a forecast of future events, a guarantee [...]

Jeff Muhlenkamp’s Welling on Wall Street Interview

April 21st, 2023|Categories: Interviews|

Jeff Muhlenkamp was interviewed by Kathryn Welling on March 15, 2023. Their conversation is published in the Welling on Wall St. article, “Hard-Won Market Insights – Muhlenkamp & Co.’s Leader on Turning Market Scares into Profits.” Included below are excerpts of the interview. Continuing with their discussion of lessons learned during the Global Financial Crisis (GFC) of 2008-2009 and the COVID shutdowns in 2020, Jeff mentions that market volatility and turmoil create buying opportunities. When the market goes down, you have to be prepared to buy but also be a little patient… JEFF: The other thing I learned is not to be too [...]

Jeff Muhlenkamp on The Claman Countdown 1/31/2023

February 1st, 2023|Categories: Interviews, Investing, video|

On 1/31/2023, Portfolio Manager, Jeff Muhlenkamp was a guest on The Claman Countdown with host Liz Claman.  Watch the episode, “Wall Street facing ‘steep selloff’ if January jobs number comes in hot: Scott Bauer,” available on the Fox Business Network website. Watch a Recording of Jeff’s Interview Please note that clicking here leaves the Muhlenkamp and Company website and enters a third-party website. Muhlenkamp is not responsible for, nor can guarantee the accuracy of, any information contained on a third-party website.   The opinions expressed in the video are those of Muhlenkamp and Company and are not intended to be a forecast [...]

U.S. Workers are Owners, They Just Don’t Realize It

April 15th, 2022|Categories: Essays|

Ron Muhlenkamp updates his “Workers Capitalism Triumphs” from October 1987. Link to the full PDF: U.S. Workers are Owners, April 2024   The opinions expressed are those of Muhlenkamp and Company and are not intended to forecast future events, guarantee future results, or offer investment advice.

Achieve Financial Independence

May 20th, 2021|Categories: Investing, Retirement Planning, Saving|

A Virtual Lunch & Learn Series “Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 3: “Achieve Financial Independence” We talk about achieving financial independence and what retirement means to you. It’s different for everyone, but basically it means that you CAN still work but you don’t HAVE to work to bring in any additional earned income. Start by setting SMART goals, prioritize spending, save and invest early. Have a written plan for retirement and revisit it often. Have a plan to pay for education expenses. Achieve Financial Independence from Muhlenkamp & Co on Vimeo. If you missed Parts [...]

Take Your First Step in Retirement Planning

January 22nd, 2021|Categories: Investing, Retirement Planning|

WHY IS FINANCIAL PLANNING SO IMPORTANT? We all have things we want to do in the future that will cost money; vacations, home buying, paying for college, retiring, and etc. Financial planning is simply figuring how much money you will need when you will need it, and taking action to get you there. RETIREMENT PLANNING IS A SUBSET OF FINANCIAL PLANNING, AND MAYBE THE MOST CRITICAL BECAUSE: Social Security is becoming less solvent all the time. Read: Social Security by the Numbers and Social Security Revisited: A Plan to Fix It Most corporations no longer offer defined benefit retirement plans, and many companies [...]

Muhlenkamp Marathon

January 10th, 2021|Categories: Investing, Retirement Planning, Saving|

Our Muhlenkamp Marathon E-Book includes 26.2 miles of financial guidance. From getting your financial information in order at mile 3 to creating a budget at mile 7 and learning how to reduce debt at mile 16, we’ve got your training covered!   The opinions expressed are those of Muhlenkamp and Company and are not intended to forecast future events, guarantee future results, or offer investment advice.  

2020 Changed Perspectives on Spending Money

December 22nd, 2020|Categories: Investing, Retirement Planning, Saving|

LOOKING BACK ON 2020 IS USEFUL ONLY IF WE USE WHAT WE HAVE AS WE LOOK FORWARD. What mistakes were made and can be avoided? What opportunities did we find, or did we miss? What assumptions about spending, saving, and investing were challenged and proved to be true, or false? Asking and answering these questions can create possibilities and a limitless future of financial opportunities for you. As we explore the methodology for financial planning for the year ahead, we’d like to share findings from a September 2020 study by Northwestern Mutual. The findings reveal that over one-third (38%) of [...]

Talk to Your Children About Money: From Saving to Financial Legacy

December 2nd, 2020|Categories: Estate Planning, Saving|

WHY DO WE SAVE MONEY? There isn’t a shortage of information surrounding why to save, how to save, and where to save.  And after all, we have to plan for the unexpected and the expected—your first home, kids, college, retirement, and job loss. The list goes on.  One thing for sure, saving can be a team sport for you and your family if you encourage it to be. So, talk with your children about money. HOW DO YOU ANSWER THESE QUESTIONS? Why do you save money every month? When do you plan to retire; earlier than the age of 66? [...]

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