Essays & Videos
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Social Security Workshop Recap
When we ask clients what's on their minds as they approach retirement, Social Security is almost always near the top of the list. And that's exactly why we hosted this [...]
DIY or Hire a Financial Advisor?
I don't prepare my own taxes. I'm not incapable of learning. I've done the math on a 1040. I understand depreciation schedules and capital gains treatment. But I use an [...]
Investing Is Not What Most People Think It Is
Most of us know someone who tries to fix their own car, rewire a light fixture, or argue their own case in court. Sometimes it works out. Often it doesn't. [...]
Roth IRAs and Roth Conversions: It Depends
Every few years, something happens in Washington that sends financial commentators scrambling to tell you to convert your Traditional IRA to a Roth. The passage of the One Big Beautiful [...]
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 [...]