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 […]

Medicare Enrollment Periods

(Second in a series of pieces on Medicare – if you’d like to talk about your situation, please give me a call at 919-571-4382) Part 2 of 3: Enrollment The longer I’ve been at Armor, the more I’ve come to appreciate one thing in particular; retirement can be a lot of work! Gone (mostly) are […]

Too Much of a Good Thing Can Be Bad

As the latest quarter came to its close, the market may be catching cold. After achieving new highs on the backs of the few stocks formerly known as FANG, now rechristened as FAAMG (fam-Gee?), it appears some investors decided to take money off the table. The FAAMG stocks represent a large percent of the S&P […]

July 2017 Newsletter

Our latest quarterly newsletter is fresh off the presses. Here is a link to access a pdf version: July 2017 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 […]

Too High, Or Not Too High?

Markets blasted through new highs in the past month, as they continued to roll forward based upon post-election enthusiasm for positive economic policy change. Our skepticism remains, however, that the post-election “Trump Jump” was anything more than the investing herd stampeding on anticipated “Hope and Change”. Oops, my error, that was the last guy’s slogan. […]

The Queen and the Prince

Throughout recorded history, changes in control occurred too young more often than too old (at least for those whose heads rolled). Today, most planning for transitions to the next generation still assumes that these will occur when the next generation is vital, energetic, and ready to lead. Increasingly, though, transitions are being delayed so long […]

April 2017 Newsletter

Our latest quarterly newsletter is fresh off the presses. Here is a link to access a pdf version:  April 2017 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 […]

Medicare: What to Know, When to Know It, and How Armor Can Help

(This article is part of a series we will be doing in 2017’s newsletters – if you’d like to talk about your own situation, please give me a call at 919-571-4382) Part 1 of 3: Major Parts. Last weekend I found myself on the golf course with a pair of sexagenarians. There’s nothing too unusual […]

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 […]

Earthquake Across America

2016 again proved that those who believe in the ability to predict the future inevitably end up like gamblers – broke. President-elect Trump won a contest he was widely predicted to lose, and markets began a surge that no one saw coming. Far be it for any of us to look a gift horse in […]