Portfolio Review Q2 2026
Stocks rebounded strongly from a slow first quarter by posting double-digit returns across the board in the second quarter. The S&P 500 returned 15.2% for the quarter, while small-cap stocks led domestic returns, earning 19.7%. Emerging market stocks were the big winners, gaining over 24%. Bond returns were muted for the quarter as an uptick […]
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 […]
Stock Market Deja Vu
Zapata Corp was originally an oil driller founded in 1953 by President George H. W. Bush. It ended up with a Rochester connection in the mid-1990s, then majority owned by Malcolm Glazer (who also owned the Tampa Bay Buccaneers and Manchester United soccer team). By 1998 its primary business was fish meal, but it decided […]
Trump Accounts: Should You Fund the New Internal Revenue Code Section 530A Accounts?
At first glance, the new “Trump Accounts” might seem like an easy win for parents, guardians, and grandparents with children younger than 18. It’s a chance to kickstart a child’s savings with a built-in $1,000 boost from the federal government and the promise of tax-advantaged growth. But when it comes to contributing your own additional […]