Now hiring an Associate Financial Planner!

We are excited to announce that we are looking for a motivated individual to join our team as an Associate Financial Planner!  This role is designed to support our firm’s lead advisors in providing holistic financial planning and wealth management services to our clients, and serves as an exciting opportunity for those with an interest […]

Armor’s New Client Web Portal

Armor’s new client portal is LIVE! New technology has opened up doors for us to collaborate in an unprecedented way. Armor clients can now organize, prioritize and personalize their financial lives through Armor’s secure client web portal. Once we have set up your private site, you can connect all of your financial accounts to build […]

January 2018 Newsletter

Our latest quarterly newsletter is fresh off the presses. Here is a link to access a pdf version: January 2018 Newsletter Please let us know if you would like to receive a paper copy in the mail. Nothing contained in this publication is intended to constitute legal, tax, securities or investment advice, nor an opinion concerning […]

The 2017 Tax Reform Act in a Nutshell

The Tax Cuts and Jobs Act of 2017 dramatically changes the rules governing the taxation of individual taxpayers. The Act takes effect December 31, 2017 and ends January 1, 2026. It provides new income tax rates and brackets, increases the standard deduction, suspends personal deductions, increases the child tax credit, limits the state and local […]

The Energizer Bunny Market

Markets continue to set new records. This is getting to be an old story as the Bull market has now run for 8 years since the Crash. Just like the famous pink bunny it just keeps going, and going, and going….Good times, but probably too good to be true. The interesting characteristic about this run […]

Letting Go of Some Things…Enjoying Others

A friend of mine, Allan Head, is fond of asking “How will you leave the campsite?” As an estate planner and financial planner, his question raises legacy issues of all sorts for me. The legacy issues include questions about values and life lessons, money, and many other things. One area that has concerned many of […]

Banking Without a Bank: the decline of the brick and mortar bank

When is the last time you set foot in your local bank branch? For many of us, the days of sitting down in person with a neighborhood banker to open an account are long gone. Most basic checking and savings accounts can be opened and managed online. Lending products like home equity lines, mortgages, credit […]

It’s Time for Fall Enrollment

Consider the Fall. (Third in a series on Medicare – if you’d like to talk about your situation, please give me a call at 919-571-4382) It’s October and that means it’s time to talk about Fall Open Enrollment. Running from October 15th through December 7th of each year, this Open Enrollment Period allows you to […]

Happenings at Armor

We often start client meetings by asking what is new in the lives of our clients. I want to turn the tables and spill a little ink to give an update on what is happening at Armor Investment Advisors this summer. Our biggest news is that we are adding to our professional team. Janene Tompkins […]

We’re Growing

We are excited to announce that in pursuit of our vision to serve individuals and families across multiple generations, we are looking for a special person to join us as a financial advisor. Here is a link to the job description: Armor Job Posting Often the best candidates are not perusing job boards, so we […]