ACM InvestEd – Vidcast Series

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.

ACM InvestEd – Gold: Attractive Investment or Shiny Distraction? – September 2020

The COVID-19 pandemic resulted in a government-forced shutdown of much of the economy, and subsequently, very large government stimulus packages from nations worldwide. This has amounted to trillions of dollars being pumped into the economy, including $6 trillion in the U.S. alone. Worse, this comes on the heels of massive government spending to help bail out the economy after the 2008 financial crisis, much of which is still sloshing around the global economy.
Many economists fear all this excess liquidity will result in rapid inflation in the years to come. Popular wisdom suggests that gold is a reliable hedge against inflation, and the price of gold has indeed risen recently. We’ve recently fielded a number of questions about gold investments. In our latest ACM VidCast, Mark Armbruster, CFA & Christopher Cebula, CPA, take a look at the merits of gold investments.

ACM InvestEd – When Proven Strategies Aren’t Working – A Lesson from Warren Buffett – September 2020

Here’s today’s dirty little secret that no one wants to talk about: Like Warren Buffett, your investment portfolio is likely underperforming the market this year. Worse, you are probably lagging behind school-aged day traders on Robinhood. Why is that?

ACM InvestEd – Investment Fundamentals & Fear of Missing Out – August 2020

What do Sir Isaac Newton and the Kodak (KODK) traders on the Robinhood platform have in common? Join us as we explore the power of investor emotions and the fear of missing out (FOMO) over the commonsense of investment fundamentals.

ACM InvestEd – Stock Splits Explained – August 2020

Apple reported their quarterly earnings last week, and as part of the announcement, they declared a 4-for-1 stock split to be effective August 31st of this year. What does this mean for investors?

ACM InvestEd – Dividends: Investing for Income or Outcome? – July 2020

In today’s ultra-low interest rate environment, it’s tempting for investors to take additional risk to generate the income they need from their portfolios. While that may seem like a rational response to today’s economic realities, there are too many pitfalls with this approach, and focusing on…

ACM InvestED – Party Like It’s 1999 (Stock Market Déjà Vu) – July 2020

’ve seen a lot of craziness. Just five stocks now account for over 20% of the entire market value of the S&P 500. There’s irrational trading in stocks of bankrupt companies. There’s a lot of highly speculative trading going on by uninformed investors. Interestingly, these are all hallmarks of the 1990s as well when…

ACM InvestED – Rethinking the 60/40 Portfolio – June 2020

The golden age of fixed income is over. That means we have to rethink portfolio management and risk control. The days when investors could rely on traditional bonds as safe, income-producing securities that hedge equity risk and deliver returns that keep pace with inflation are …

ACM InvestED – Portfolio Management & Trading – June 2020

Behind the scenes at ACM – We firmly believe that management and custody should always be separated as a safeguard for clients. Many of you may recall Bernie Madoff, who ran one of the biggest Ponzi schemes in investment history…

ACM InvestED – Value Investing – An Historic Opportunity – May 2020

We’re here today to discuss value investing and what could turn out to be a once in a lifetime opportunity for investors. Value investing is simply trying to buy stocks that are cheap relative to their intrinsic value. Tesla is clearly a growth stock with accelerating sales and growing market share…

ACM InvestED – Active vs Passive Investing – May 2020

The core promise underlying active management is that smart, hard-working investment managers with cutting-edge technology can outperform the overall stock market by actively buying and selling stocks or other investments. Although it seems intuitive that this approach would produce positive results, the evidence indicates…

ACM InvestED – Inflation : A possibility in the near future? – May 2020

We’ve been thinking lately about inflation. It hasn’t been a big factor in the economy in many years, but the topic seems relevant lately with all the government stimulus programs that have recently been announced…

ACM InvestED – Stock Market Drop & Investment Risk – April 2020

We just finished up the most volatile quarter ever for the stock market. The Dow Jones Industrial Average is currently down 24% from its high, but it is also 20% above its recent low, which I think…