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ACM Insights

Not your average financial insights
  • ACM Insight

Portfolio Review Q1 2026: Market Analysis

The first quarter of 2026 was defined by geopolitical conflict, sharp moves in oil prices, and more. Despite heightened volatility, the overall market remained resilient, …

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  • ACM Insight

The Changing Face of The Investment Industry

The investment industry is transforming quickly as consolidation accelerates, fees rise, and AI reshapes back‑office operations. Despite these pressures, the article argues that independent firms …

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  • ACM Insight

Charitable Giving in 2026: What the New Rules Mean for Your Philanthropy and Beyond

The One Big Beautiful Bill Act introduces major changes to how charitable contributions are deducted starting in 2026, affecting both itemizers and non‑itemizers. These new …

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  • ACM Insight

The Quirky Joy of Nordic Fandom

By Mark Armbruster, CFA I’ve written a lot over the years about the quirky hobbies and activities I’ve pursued. Now it seems the apple doesn’t …

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  • ACM Insight

The Annuity Debate: Income Stability vs. Hidden Risks

Annuities remain one of the most debated financial products, offering the promise of lifetime income but often burdened by hidden costs and risks. This article …

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  • ACM Insight

Unlocking Endowment Performance: A Modern Strategy for Today’s Markets

Managing institutional capital has always required a delicate balance. Nonprofits and higher‑education endowments must fund today’s operations while also protecting the purchasing power of their …

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  • ACM Insight

Beyond the Blueprint: Why Nonprofits Need an Investment Philosophy Statement

Many nonprofits lose millions annually due to systemic investment underperformance, often rooted in vague or outdated Investment Policy Statements. This article explores how adopting a …

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  • ACM Insight

How to Navigate Market Volatility and Protect Your Savings

Feel More Confident in Uncertain Times A step-by-step guide to building a more secure portfolio and mitigating risk Market volatility can be unnerving—especially when your …

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  • ACM Insight

What’s Really Going on with the Rise of ETFs

The ETF market has exploded in 2025, with more funds now available than publicly traded stocks. This article explores the structural and behavioral forces driving …

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  • ACM Insight

Portfolio Review Q4 2025: Year-End Review

Stocks delivered strong gains across most major asset classes in Q4 2025, with international markets and AI‑driven U.S. tech stocks leading the way. Bonds and …

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  • ACM Insight

Ebullient Markets, Anxious Investors: Why Diversification Still Matters in 2026

Despite a booming stock market and widespread optimism for 2026, many investors remain uneasy about historically high valuations and the possibility of a downturn. This …

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  • ACM Insight

A New Year with New Rules. What Savers Need to Know.

New IRS rules will require many savers over 50 to make catch‑up contributions as Roth deposits starting in 2026. Understanding these changes now can help …

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