Essays & Videos
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Memorandum #153
Jeff and Ron Muhlenkamp discuss ongoing inflation and modest but steady GDP growth. In 2024 stock markets mirrored 2023, with AI-related tech companies driving growth, while long-term bonds yielded little. [...]
Five Tax-Smart Investing Strategies for 2025
Tax-smart investing is a dynamic and ongoing process. You can keep more of your hard-earned money by leveraging tax-advantaged accounts, prioritizing tax-efficient investments, and staying proactive about ever-changing tax laws. [...]
Thoughts On: The 6 Ps of Financial Happiness
We all know that the job of a money manager is to make people money. As difficult as that can be, the job of the client service manager is even [...]
Looking Toward 2025
Here’s a quick update on what we’re paying attention to as we come to the end of 2024: Markets Stocks: The market overall is expensive on almost all common metrics: [...]
Letter to My Daughters: On Making Investment Decisions
I’ve written to you about Passive Investing and Financial Freedom, and now I want to give you some tangible things you can do to realize that dream of Financial Freedom. [...]
Five Strategies to Maintain Your Investment Focus After Election Day
Five Strategies to Maintain Your Investment Focus After Election Day Whether your preferred candidate won or lost on election day, the 2024 election results have alleviated a degree of market [...]