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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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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


Setting the Standard
Volume 15 | Issue 3 - After college, I was an early employee for a software company which produced software for tracking investments.

John Purrington, CFP®
Jul 1, 20234 min read


The More Things Change
Volume 15 | Issue 3 - The pundits keep calling for a recession. I decided to review the historical record of recessions to establish...

Jeffrey R. Miller, CFA
Jul 1, 20232 min read


Habitat for Humanity
On Friday, May 19, we volunteered with Habitat for Humanity of Wake County. Habitat for Humanity aims to create affordable housing for...

Armor Investment Advisors
May 19, 20231 min read


When the Tide Rolls Out
Volume 15 | Issue 2 - Warren Buffet once famously stated, “when the tide goes out, we find out who is swimming naked.” This is an...

Jeffrey R. Miller, CFA
Apr 1, 20232 min read


Dude, Where’s My Money?
Volume 15 | Issue 2 - The very same place that set our economy ablaze with innovative technologies that would change our lives forever...

Adam J. Morgan, CFA, CMT
Apr 1, 20234 min read


Balance Sheet Diversification
Volume 15 | Issue 2 - Asset Allocation is a vital aspect of the wealth management industry and for good reason. An often overlooked...

Graham F. Shepherd, CFP®
Apr 1, 20234 min read


The Food Bank of Central & Eastern NC
On Friday, March 3, 2023, we volunteered with the Food Bank of Central and Eastern North Carolina sorting and boxing 20,000 meals.

Armor Investment Advisors
Mar 3, 20231 min read


Cryptomania and the Madness of Greed
Volume 15 | Issue 1 - 2022 ended with a whimper, not a bang. The first two months of the final quarter reversed some misery, though...

Jeffrey R. Miller, CFA
Jan 1, 20233 min read


The Secret Sits
Volume 15 | Issue 1 - Every year around this time, the investment management community feels compelled to offer forecasts, predictions...

Adam J. Morgan, CFA, CMT
Jan 1, 20235 min read


Secure Act 2.0 and You
Volume 15 | Issue 1 - You may remember that the original Secure Act was passed in late 2019. If you don’t, that’s okay – that’s what...

Matthew C. Miller, CFP®
Jan 1, 20232 min read


Family Promise of Wake County
On Friday, December 2, 2022, we volunteered with Family Promise of Wake County raking leaves on their campus.

Armor Investment Advisors
Dec 2, 20221 min read


Fed Up with the Fed
Volume 14 | Issue 4 - These are tough times for a portfolio manager. A current most frequently asked question “Is there any good news...

Jeffrey R. Miller, CFA
Oct 1, 20222 min read


The Death of T.I.N.A.
Volume 14 | Issue 4 - A child, not named Tina, gets on an escalator at the mall to go from the first floor to the second floor.

Adam J. Morgan, CFA, CMT
Oct 1, 20225 min read


Welcome Austen Hawkey
Volume 14 | Issue 4 - Please join me in welcoming Austen Hawkey, CPA, CFP® as the newest member of our team at Armor Investment Advisors.

John Purrington, CFP®
Oct 1, 20222 min read


Note in the Pocket
On August 5, 2022, the Armor team helped sort clothing at Note in the Pocket, a local non-profit organization that provides quality...

Armor Investment Advisors
Aug 5, 20221 min read


Opportunities During a Down Market
Volume 14 | Issue 3 - With the equity markets down over 20% since the beginning of the year, there are planning opportunities which can...

John Purrington, CFP®
Jul 1, 20223 min read


Inflation 22
Volume 14 | Issue 3 - We’ve all been through a lot together these past several years, from contentious elections and a global pandemic...

Adam J. Morgan, CFA, CMT
Jul 1, 20225 min read


Founder's Corner | The Long and Grinding Bear
Volume 14 | Issue 3 - The investment climate since Thanksgiving of last year has been a very difficult time for investors. The first...

Jeffrey R. Miller, CFA
Jul 1, 20222 min read
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