To help investors understand our thinking and actions, we publish a quarterly newsletter. Ron's Quarterly Letter is always featured along with articles pertaining to the mechanics of investment planning.
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Current Memorandum
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Memorandum Archive
For copies of past newsletters in date order Click Here.
- - Retirement Planning
- - Saving for College
- - Taxes
- - Estate Planning
- - Investment & Insurance
- - Getting Started
Retirement Planning
IRA
- Fund Your IRA Every Year – or How to Retire Wealthy by Driving Used Cars; Issue 34
- The Importance of IRA Beneficiary Designations – Part 1; Issue 66
- The Importance of IRA Beneficiary Designations – Part 2; Issue 67
- Roth IRA; Issue 44
- IRA Update; Issue 58
- More on Roth IRAs; Issue 48
- IRA Chaos Theory; Issue 61
- Inheriting Your Spouse's IRA; Issue 86
- Rule Changes for IRAs; Issue 91
- Roth IRA Update Issue 92, Issue 93
- Required Minimum Distributions Issue 97
Income
- Mom – The Squeeze on Your "Income" Will Continue; Issue 21
- Problems with Investing for Income; Issue 36
- Wake Up America; Houses Don't Make Money!; Issue 1
Social Security
- Social Security by the Numbers; Issue 24; Issue 73
- Social Security Revisited: A Plan to Fix It; Issue 55; Issue 57; Issue 73
Employer/Employee
- Overview of Retirement Plan Options for Small Businesses; Issue 71
- ‘Tis the Season: Employer-Sponsored Plan or Self-Directed IRA?; Issue 77
- Retirement Plan Distributions; Issue 77
- 401(k) Enrollment, Investments and Distributions; Issue 87
- Worker Capitalism Triumphs; Karl Marx Would Be Pleased!; Issue 2
- Us Versus Us Issue97
Estate Planning
Saving For College
- Section 529 College Savings Plan; Issue 58
- Section 529 College Savings Plan Update; Issue 60
- Investor Education; Issue 62
- Of Personal Interest (Coverdell and UGMA); Issue 63
Insurance
- The Fundamentals of Life Insurance; Issue 37
Taxes
- Why I Like the Flat Tax; Issue 38
- Taxes – Choose Your Poison: Old Tax Return versus Proposed Tax Return; Issue 53
- Specific Share Identification Method and Tax Efficiency; Issue 60
- Capital Gains and Income; Issue 67
- One Family's Perspective on the U.S. Federal Budget; Issue 4
- Year-End Tax Planning Issue96
Getting Started
- A Brief Summary Regarding Mutual Fund Accounting; Issue 29
- Net Asset Value Share Price; Issue 70
- Optimizing Investment Performance; Issue 74
- But I Need Help; Issue 75
- Looking for a Rich Harvest? Plant in the Growing Season; Issue 79
- AIP: “A VIP”; Issue 84
- Transfer-in-Kind; Issue 84
- Fund Distributions; Issue 85, Issue 86
- Muhlenkamp's Musings on Economics; Issue 3
- Monitoring the Investment Climate: Currency Trends and Implications; Issue 85
- Intelligent Investing with Steve Forbes: Issue 89
- Financial Fitness: Are You Prepared? Issue97
- Reading List For Life And Investment Fundamentals 101 Issue 96
For standardized performance please Click Here.
Performance data quoted, before and after taxes, represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. The Fund's Top Ten holdings can be viewed by Clicking Here. Automatic Investment Plans do not assure a profit or prevent a loss in a declining market.