Muhlenkamp Library
Muhlenkamp Library

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


Value Investing Live Recap with Ron Muhlenkamp

August 18th, 2021|Categories: Investing, Risk, Saving, video|

GuruFocus invited Ron Muhlenkamp to be a guest speaker on the Value Investing Live series.  During Ron’s presentation on August 18, 2021, he covered the following topics: • The Problem with Inflation • Inflation, Business Cycles, & the Population • Failure of Macroeconomics • Fundamental Value • Life Cycle of Industries • Market Corrections • Audience Q&A Graham Griffin, Editorial Assistant at GuruFocus published the following article, “Value Investing Live Recap: Ron Muhlenkamp,” which includes a link to Ron’s presentation. We hope you enjoy the summary and the video! Please note that clicking here leaves the Muhlenkamp and Company website and [...]

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 [...]

Make More, Spend Less

March 29th, 2021|Categories: Investing, Retirement Planning, Saving|

A New Virtual Lunch & Learn Series “Financial Independence: It’s not a Sprint, it’s a Marathon” Part 2: “Make More, Spend Less” A topic everyone likes to talk about: Increasing Income.  A topic no one wants to really talk about: Debt! Just like any fitness plan, you need to move your attention to where it is required! In Part 2 of our Lunch & Learn series, we look at alternatives to making more and spending less.  Eliminating debt should naturally help you sleep better at night! WORK TO MOVE YOUR ASSETS TOWARD THE AREAS WHERE RETURNS ARE HIGH AND PAY OFF DEBTS WHERE [...]

Setting Short- and Long-term Financial Goals

March 3rd, 2021|Categories: Investing, Retirement Planning, Saving|

A New Virtual Lunch & Learn Series “Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 1: “Setting Short- and Long-term Financial Goals” There are many similarities between training for a marathon and achieving financial independence. Both take desire, time, and effort, and as the saying goes, it’s not a sprint but a marathon of discipline. Just like any fitness plan, once you have reached your goals, you must maintain them. But let’s back up. We need to get you to the Starting Line of the Financial Marathon. THE STARTING LINE At the Starting Line, it’s a time when [...]

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 [...]

The Difference Between a Savings Account and Investing 

August 13th, 2020|Categories: Investing, Saving|

The words saving and investing seem to always go together, like peanut butter and jelly, or death and taxes. And they do belong together, because before you can invest, you have to save. Saving is spending less than what you make and putting the difference aside for later. It’s delayed gratification, it’s the old fable about the summer ant and the winter ant. Saving is taking precautions against, and preparing for, an unknown and predictable future. Investing takes that one step further, and it’s largely a function of your time horizon for the money you are making and saving. Savings [...]

Mapping Your Financial Future: It’s Never Too Late to Save for College

June 22nd, 2020|Categories: Investing, Saving|

Our webcast, led by Tony Muhlenkamp, takes a fresh look at an old topic: how do we save for college? Given the past few months, should we change the way we plan and save for our children’s education? Watch the webcast to hear our ideas on planning for your financial future. MAPPING YOUR FINANCIAL FUTURE - It’s Never Too Late to Save for College.2020.05.28 from Muhlenkamp & Co on Vimeo. If you have questions or comments about the content of the webcast, don’t hesitate to send us a message or call us at (877)935-5520. The opinions expressed are those of Muhlenkamp and [...]

Make More, Spend Less – Invest the Difference

June 13th, 2020|Categories: Investing, Saving|

Financial Health and Wellness has a LOT in common with Physical Health and Wellness; especially in the sense that everyone knows it’s important; and they even know how to do it (make more, spend less, invest the difference), but very few people actually do what it takes to achieve it. John Templeton once explained to a reporter his secret for becoming wealthy; for the first 20 years out of college, he saved half of everything he earned. Period. Now John Templeton is a LEGENDARY investor and earned good returns for his clients by investing. But his SECRET to wealth was [...]

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