Webcasts and Articles

The Armbruster Capital Management News & Education section of our website incorporates articles, vidcasts, and newsletters specifically geared towards issues that our clients are facing today.

Markets at War – Investing in times of volatility

We wrote an article for the CFA Institute back in 2013 on what has happened to the stock market during periods when America was at war. While we’re not technically at war today, we thought it would be interesting to revisit the data. The numbers from our original study are presented in the table below, but the punchline is that the stock market has generated returns above historical averages and with less risk during periods of war.

Dow Jones Warning: 40,000 on the Horizon

The Dow will rise to 40,000 in the next 12 months. That’s not so much a forecast as it is a warning. Sure, a rising stock market may sound exciting, but too much of a good thing can pose eventual problems. And, if history is any guide, a quick jump to 40,000 is very possible, but so is a subsequent correction that could take the Dow to 18,000.

19 Jun

Prospect of Lean Returns For Stocks, Bonds Suggest Getting Creative

Most investors have a mix of stocks and bonds in their portfolios. Stocks are there for long-term growth, whereas bonds are generally purchased for stability and income generation. This has worked out pretty well historically, as stock returns averaged over 10 percent annually since the 1920s, and bonds have yielded over 5 percent, according to Ibbotson data. A balanced portfolio of 60 percent in stocks and 40 percent in bonds has become the de facto standard for many investment portfolios, as the returns have been substantial enough to meet most investors’ returns, while keeping risk in check.