Mark Armbruster Featured in Recent Wall Street Journal Story on Wealth-Management Dealmaking
In a 2025 Wall Street Journal story about the surge in wealth management acquisitions, CEO Mark Armbruster offers his perspective amid all the dealmaking buzz. While many firms are being swept up by national buyers, Mark’s commitment to long term independence and service shows why our approach continues to resonate as the industry rapidly evolves.
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 amplify the impact of donations.
Armbruster Capital Management Surpasses $1 Billion in Assets Under Management
Armbruster Capital Management has surpassed $1 billion in assets under management, joining an elite group of RIAs nationwide. This milestone reflects the firm’s strategic growth, driven by expanded sub-advisory services and a deep commitment to client trust and team development.
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 the tax advantages they offer.
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 are calculated, why they exist, and how smart planning can help retirees maximize their savings.
Armbruster Capital Management Named a 5-Star Wealth Management Team for 2025
Armbruster Capital Management is recognized by InvestmentNews as a 5-Star Wealth Management Team in 2025.
Armbruster Capital Management Achieves Significant Growth in 2024
January 7, 2025 — Armbruster Capital, a wealth management firm in Pittsford, NY, heads into the new year on the heels of significant growth in 2024. Over the past year the firm experienced a 30% increase in team members and a substantial rise in managed assets, from $742 million to $900 million. A significant contributor […]
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 explores fixed, variable, and deferred income annuities, breaking down their benefits, drawbacks, and role in retirement planning for professionals. Learn how to navigate the controversy and decide whether annuities fit into your long-term investment strategy.
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 ETF growth, the shrinking pool of investable companies, and the risks investors face in an increasingly complex landscape. Understanding what’s behind the boom is essential for making informed, long-term investment decisions
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 alternative investments also posted solid returns as interest rates fell and credit spreads tightened. As valuations rise and market concentration increases, the article highlights why diversification remains essential heading into 2026