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efficient giving 3
  • Video

Mastering Charitable Giving Strategies: Retirement Accounts & Tax Advantages

Efficient charitable giving options like Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), and gifting appreciated assets or retirement accounts can maximize tax benefits and …

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  • Video

Navigating the Medicare IRMAA Surcharge: What You Need to Know (2025 Guide)

The Centers for Medicare and Medicaid Services have updated the IRMAA brackets for 2025, meaning some Medicare recipients may face higher premiums. Learn how IRMAA …

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QCDs explained
  • Video

What is a QCD? Qualified Charitable Distributions Explained (2025 Guide)

Qualified Charitable Distributions (QCDs) allow retirees to donate directly from their IRA while lowering taxable income. This video explains how QCDs work, who qualifies, and …

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Understanding RMDs YT Thumbnail
  • Video

Avoid RMD Penalties! Required Minimum Distributions Explained (2025 Guide)

Required Minimum Distributions (RMDs) are mandatory withdrawals from tax-deferred retirement accounts, and failing to take them can result in penalties. This video explains how RMDs …

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kaiviyzok60 1
  • Video

Tariffs & Small Business: Turning Challenge into Opportunity

Mark Armbruster, CEO of Armbruster Capital Management, and John Rizzo, Managing Partner of 1RDG and host of Hustle UnLTD., discussed the challenges around tariffs and …

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safe haven assets downturn
  • Video

Investing During Market Downturns: Safe Haven Portfolio Strategies for Individual Investors

Are you wondering how to protect your investments during market downturns? Discover some safe haven investments to help shield your portfolio from economic storms. Chris …

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elections investing fear
  • Video

Investing for the 2024 Election: Market Noise vs. Market Sense

In this video, Mark Armbruster, CFA dives into the impact of elections on investing, just in time for the 2024 U.S. Presidential election. With over …

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tech stock rally
  • Video

Tech Stock Rally – Can it continue?

The first half of 2023 was strong for the stock market, particularly technology stocks. However, under the surface, fundamentals seem to be deteriorating. Tech has …

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gold investment
  • Video

Gold – Is now the time to invest in gold?

The price of gold has been moving upward, hitting a new one-year high this month. So is now the time to ask – Should I …

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investor returns lost decades
  • Video

Investing during weak market periods and low investment returns

2022 was a year of dramatic selloffs in both the stock and bond markets. Bonds, hit by extraordinary losses at a level not seen since …

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Bull Market Investing
  • Video

Investor Bull Market: Making the Case

When will we see a return to a bull market in 2023? It might not be tomorrow but there may be signs of hope. There …

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Bear Market Investing
  • Video

Investor Bear Market: Making the Case

The fifth bear market of the 21st century officially started in June 2022 after a market drop of 20%. Investors are worried about rising interest …

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