WORKING THE PROBLEM: The Impact of COVID-19 & Some Advice to Answer Our Clients’ Top Concerns

An archive of our webcast is available. Jeff and Tony Muhlenkamp discuss the economic disruptions caused by the COVID-19 pandemic.
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Muhlenkamp Memorandum Issue #130

Ron and Jeff note in the Quarterly Letter that: for 2019, the Federal Reserve has adjusted the plan for their asset reduction program; there has been an inversion in the U.S. Treasury yield curve; and the U.S. economy appears to be slowing. Tony explains his "why" in "Letter to My Daughters: On Financial Health and Wellness." Do you have trouble doing something simple, but not easy? Find out what helps Tony reach his goals.
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Muhlenkamp Marathon Financial Training Workbook

There are many similarities between training for a marathon and creating a legacy of financial freedom—both take desire, time, effort, and discipline. Our workbook contains 26.2 “miles” of financial information to use as a reference guide to keep you on course, including best practices based on current tax rules and regulations, as well as words of wisdom based on experience, observation, and statistics.
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Cash Flow Statement

A personal cash flow statement is a spreadsheet you can use to see where you spend your income over a period of time. This cash flow statement is set up so you can use it to estimate your monthly inflows and outflows, document the actual amounts, and plan your spending for next month.
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The Financial Aspects of Shale Gas for the Landowner

This essay was originally published in 2013. Ron addresses how drilling companies secure the right to bring natural gas to...
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Why Did the Fed Raise Short-Term Rates?

In April 1997, the Federal Reserve had just raised short-term rates in response to fears of inflation. Some people expected...
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Problems With Investing for Income

In “Estate Planning for Generations,” we began a discussion on the effective integration of good investing and good estate planning....
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What Is Risk: Part II

“What is Risk: Part I“ was written in October 1989 and discuss two categories of risk:  the risk of volatility and...
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Beware of Good Yields

This essay, written in April 1993, was published as investors had just come through a period when many of the...
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Mom: The Squeeze On Your Income Will Continue

Mom: since November 1990, you’ve seen the interest rate paid on one-year bank CDs fall. Many of your friends are...
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