Essays & Videos
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Social Security Can Be Confusing, But It Doesn’t Have To Be
Join Muhlenkamp for a friendly, easy-to-understand conversation designed to help you make the most of what you've earned. We'll walk through the basics, explain the updates for 2026, and answer [...]
Muhlenkamp Memorandum #158
Geopolitical conflict involving Iran disrupted energy markets, driving oil and the dollar higher while stocks, bonds, and gold fell. Despite volatility, economic signals are mixed but stabilizing, especially in manufacturing. [...]
Tariffs, Trade, and What We’re Watching
Trade policy has moved to the center of the economic conversation, and with good reason. The tariff increases announced in early 2025, and the ongoing negotiations that followed, represent a [...]
Letter to My Daughters: On Patience
I want to talk to you about patience, specifically, patience as an investor. It may be the single most important quality you can develop, and it is also the one [...]
The 2026 Social Security COLA: What Changed and What It Means for Your Retirement
By now, you've received your notice from Social Security: benefits increased by 2.8% in January 2026. For the average retiree, that means about $56 more per month—raising the average benefit [...]
Social Security and the 2033 Question
Social Security is likely part of your retirement plan—but how much can you actually count on it? And when should you start taking benefits? The answers depend on understanding what [...]