Interest Rates: Not Really That Interesting
Interest rates, and more specifically, rising interest rates seem to be on everyone’s mind lately. That’s a bit unusual because while people generally find stocks to be interesting, no one ever wants to talk about the bond market. I’ve commented before that bonds are boring, especially the way we invest. The base case investment scenario […]
Armbruster Capital Management Completes Third Acquisition, Adds $60 Million in Assets from RDG Capital Management
PITTSFORD, N.Y. — October 6, 2026 — Armbruster Capital Management (ACM), an independent, employee-owned wealth management firm headquartered in Pittsford, New York, and RDG Capital Management (RDGCM), a Pittsford-based wealth management firm, announce an asset sale/purchase agreement in which ACM has acquired approximately $60 million in client accounts from RDGCM. This builds on an established […]
What’s Changed for Year-End Planning in 2026?
As we approach year-end, it’s time to think about our annual financial planning checklist, including optimizing charitable giving; contributing to retirement plans, FSAs, and HSAs; taking RMDs or QCDs; and making annual gifts under the $19,000 gift tax exclusion for 2026. This year adds a few extra considerations due to some recent rule changes. Employer […]
Portfolio Review Q3 2026
On its face, the third quarter didn’t seem to be very conducive to investment returns, but the overall stock market did rise, albeit modestly. Over the last few months, we’ve seen the ceasefire in Iran come to an end. Military action and blockades resumed, and oil and gas prices rose accordingly. The Fed raised interest […]
Growth, Recognition, and New Opportunities
We’ve had some exciting developments at our company lately. As we’ve written previously, our industry has changed a lot over the past couple of years. That means a lot of firms have consolidated, but that’s not the path we’ve chosen. Rather, we continue to invest in our company to make sure we have the scale and resources for the future.
Armbruster Capital Management Recognized in FA Magazine’s America’s Top RIAs for 2026
We are proud to announce that Armbruster Capital Management has been included in Financial Advisor Magazine’s annual list of America’s Top RIAs among firms in the $1 billion and over assets under management (AUM) category. The 2026 ranking & survey recognizes independent registered investment advisory firms across the country that have achieved significant scale while […]
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 CEO Honored for Leadership in Rochester’s Financial Community
Mark Armbruster, CEO of Armbruster Capital Management, has been recognized by the Rochester Business Journal as a member of the 2025 Power List for Banking and Finance. The list highlights individuals who have helped the region navigate complex and ever-changing financial landscapes. From inflationary pressures to regulatory shifts, these leaders are recognized for their ability […]
Supporting Independence: Mark Armbruster Recognized by National Nonprofit for his Commitment to Community
Mark Armbruster, CEO of Armbruster Capital Management, received an honorable mention in the 2025 Invest in Others Awards for his impactful volunteer work with Empowering People’s Independence (EPI). His leadership and fundraising efforts, inspired by his son’s epilepsy diagnosis, have helped raise over $200,000 to support specialized services across New York State.