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News & Insights
Read THE AEGIS, our quarterly newsletter, catch up on company news, & learn about our outreach in the community.
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Food Bank 2025
Last quarter Armor volunteered with the Food Bank of Central and Eastern North Carolina
Armor Investment Advisors
6 days ago1 min read


Divorce Dollars Done Right (No wallets were harmed in the making of this article)
VOLUME 17 | ISSUE 2 You may have noticed some new letters behind my name. In January, I took and passed the Certified Divorce Financial...
Allison R. Miller, CFP®, AIF®
6 days ago3 min read


Durable by Design: Reducing Volatility in Client Portfolios
By tailoring risk to an investor’s time frame, we aim to help them stay on track regardless of market noise.
Graham F. Shepherd, CFP®
6 days ago4 min read


Quarterly Estimated Taxes
I think I remember Snoopy writing a letter to the IRS, asking to be removed from their list. I wonder how that worked out for him.
Matthew C. Miller, CFP®
Jan 132 min read


Happy New Year! Welcome to 2025
This year will mark my 18th year at Armor Investment Advisors. This is now the longest that I have ever worked at one company.Â
John Purrington, CFP®
Jan 134 min read


Note in the Pocket
Last quarter Armor hosted a Holiday Pocket Tree through Note in the Pocket. Thank you so much to everyone who participated!
Armor Investment Advisors
Jan 131 min read


Founder's Finale
At Armor Investment Advisors, we have been planning for my succession for several years.
Jeffrey R. Miller, CFA
Oct 31, 20242 min read


It’s the Most Wonderful Time of the Year
If you haven’t started planning your Tax Day celebration or how to spend your refund, now’s the time to get moving.
Allison R. Miller, CFP®, AIF®
Oct 31, 20243 min read


Alliance Medical Ministry
Last quarter we harvested cucumbers, sun gold tomatoes, and butternut squash, planted spinach and chard, and helped weed in the gardens at A
Armor Investment Advisors
Oct 31, 20241 min read


If North Carolina Were A Stock, I’d Buy It!
Volume 16 | Issue 3 - According to the moving company, PODS, more people are moving to North Carolina every day than anywhere else in...
Adam J. Morgan, CFA, CMT
Jul 10, 20243 min read


Give, Save, & Prosper: Reducing Taxes With Charitable Donations
Volume 16 | Issue 3 - To take advantage of the tax benefits, however, you will need to itemize deductions on your tax return instead...
Graham F. Shepherd, CFP®
Jul 1, 20244 min read


Saint Saviour Center | Diaper Train
The Diaper Train provides diapers and wipes to families in need in Wake County. Armor hosted a Diaper Drive in the weeks leading up to our..
Armor Investment Advisors
May 3, 20241 min read


Wolfpack Economy
Volume 16 | Issue 2 - Over the last few years, inflation has successfully eroded away at the confidence underlying our economy.
Adam J. Morgan, CFA, CMT
Apr 1, 20244 min read


Insurance Review
Volume 16 | Issue 2 - In our meetings with clients, the risk we think about most visually, and perhaps most often, is portfolio risk.
Matthew C. Miller, CFP®
Apr 1, 20242 min read


The Food Bank of Central & Eastern NC
On Friday, March 8, 2024, we volunteered with the Food Bank of Central and Eastern North Carolina sorting and boxing 7,000 meals.
Armor Investment Advisors
Mar 8, 20241 min read


Founder's Corner | Brave New World
Volume 16 | Issue 1 - We have been waiting for the long-predicted recession, soft landing, or whatever we want to call it.
Jeffrey R. Miller, CFA
Jan 1, 20241 min read


Financially Independent
Volume 16 | Issue 1 - It's no secret that 2024 will play host to a highly contested U.S. Presidential election, and it’s no secret that
Adam J. Morgan, CFA, CMT
Jan 1, 20244 min read


Net Promoter Score
Volume 16 | Issue 1 - I discovered the NPS soon after it was introduced and became an immediate fan. I remain a fan because it is a...
John Purrington, CFP®
Jan 1, 20243 min read


Note in the Pocket | Pocket Tree Drive
Armor hosted a Holiday Pocket Tree through Note in the Pocket for the 2023 Holiday Season. Thank you so much to everyone who participated!
Armor Investment Advisors
Dec 18, 20231 min read


Founder's Corner | Rising Anxiety
Volume 15 | Issue 4 - Well, if you’re not feeling it, you’re either living under a rock or have achieved a level of Zen only...
Jeffrey R. Miller, CFA
Oct 1, 20232 min read


Year End Tax Planning 2023
Volume 15 | Issue 4 - At Armor, we have been reviewing our client’s prior year tax returns and facilitating discussion with their...
Graham F. Shepherd, CFP®
Oct 1, 20233 min read


ArmorGPT
Volume 15 | Issue 4 - We thought we’d try something different this quarter. In our quest to stay abreast of the newest and latest...
Adam J. Morgan, CFA, CMT
Oct 1, 20233 min read


Salvation Army | School Supplies Drive
Project CATCH, Community Action Targeting Children who are Homeless, hosted a Back-to-School Event to provide school supplies and education
Armor Investment Advisors
Aug 18, 20231 min read


Protecting Purchasing Power for Short-Term Savings
Volume 15 | Issue 3 - When working with a client’s financial plan, we first establish their goals, objectives, and values, as these...
Graham F. Shepherd, CFP®
Jul 1, 20234 min read
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