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ACM Insights

Not your average financial insights
The Roth IRAs page on iPhone. 473456538
  • 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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  • ACM Insight

The One, Big, Beautiful, Bill Act – Some Things to Know

The One Big Beautiful Bill Act, signed into law on July 4, 2025, introduces sweeping changes to federal tax policy affecting individuals, estates, and businesses. …

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Rising stocks 1259232287
  • ACM Insight

Stocks May Be in a Bubble, But I’m Still Buying

Mark Armbruster recently invested a lump sum into equities, despite signs of a potential stock market bubble, soaring valuations, speculative mania, and parallels to the …

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Gold Bars Investing in Gold 1532589361
  • ACM Insight

The Golden Question: Assessing the Surge in Gold Prices and Its Place in Your Portfolio

Gold prices are dominating headlines, surging in recent months and even hitting a new one-year high. In fact, the price recently passed $4,000, marking a …

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  • ACM Insight

Uncovering the Drivers of Underperformance in Nonprofit Investment Portfolios

Many nonprofit investment portfolios consistently underperform due to structural and behavioral challenges that are often overlooked. This article explores how short-term decision-making, misleading benchmarks, and …

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Stacks of coins on a world map symbolize global economy 910037973
  • ACM Insight

Portfolio Review: Q3 2025

Markets delivered strong performance in Q3 2025, with stocks, bonds, and alternative investments all posting solid gains. Small-cap and international equities led the charge, boosted …

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Person holding burlap sack with dollar sign 1104804081
  • ACM Insight

Building An Investment Portfolio for Retirement

Let Armbruster Capital Management help build a portfolio that balances retirement income, growth, and tax efficiency using a smart, total return strategy. …

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Stock Market with Gears 1516070341 scaled 1
  • ACM Insight

Rotation and Resurgence

After years of tech-driven gains and investor caution, the stock market is showing signs of a healthy rotation. As undervalued sectors and overlooked stocks begin …

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  • ACM Insight

Investment Taxes: How to Keep More of What You Earn

When discussing building wealth through investing, most people instinctively focus on earning the best possible return. But while returns are important, they only account for …

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A turtle moving toward a growing stack of coins
  • ACM Insight

Portfolio Review Q2 2025: Quarterly Review

Staying the course and investing for the long-term is a lesson that can be learned from Q2 2025 in Armbruster Capital management’s quarterly portfolio review. …

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  • ACM Insight

Patiently Waiting

Amid political noise and economic uncertainty, the financial planning world remains surprisingly calm. While we await potential shifts from the “One Big Beautiful Bill Act,” …

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  • ACM Insight

Built to Last: Crafting a Portfolio for Uncertain Times

A well-diversified portfolio can help mitigate risk and protect your retirement income during economic downturns. When building a custom portfolio, it’s essential that it aligns …

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