Jeff Muhlenkamp was interviewed by Kathryn Welling on March 15, 2023. Their conversation is published in the Welling on Wall St. article, “Hard-Won...
Articles
A Walk Down Memory Lane
Read Ron’s essay about his experiences since 1965. Ron has lived and invested through the ups and downs in the market and the economy. A Walk Down...
Ron’s Charts 2022
We’ve provided links to some of Ron’s favorite documents for your reference.
Take Your First Step in 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...
2020 Changed Perspectives on Spending Money
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...
Talk to Your Children About Money: From Saving to a Financial Legacy
Why do we save money? There isn’t a shortage of information surrounding why to save, how to save, and where to save. And after all, we have to...
The Impacts of COVID-19 on the Daily Routine, at Home and Work
If you are like most Americans, COVID-19 has impacted your daily routine in terms of the time you now spend at home with a lack of traveling for...
Which Retirement Plan is Better for My Team, a SEP or SIMPLE IRA?
Both SEP and SIMPLE IRAs are tax-deferred retirement plans designed to allow business owners and employees a more straightforward method of saving...
Why an Emergency Fund is a Good Idea
An emergency fund is the rainy-day fund; it’s for the out of the ordinary, once in a blue moon expense that you need money for RIGHT NOW. It is for...