We start client meetings by asking clients to update us on what is new in their lives. I wanted to use this space to provide some updates on ‘What’s New’ at Armor. 2021 has been an exciting time at Armor as we have come back to the office and have continued to work to enhance […]
As we continue to navigate through the unknowns of COVID-19, the safety of our clients, our community, and our team is our utmost priority. While social distancing prevents us from doing any large group volunteering, the Armor Gives Back Program has made a donation to the Boys and Girls Club of Wake County. We encourage […]
We want to thank all the Armor friends and family who signed up to join us in March to volunteer with Habitat for Humanity. As a safety precaution due to COVID-19, Habitat for Humanity cancelled all volunteering events beginning mid-March. In lieu of our ability to do hands-on work in our community, Armor has made […]
As the holiday season for being thankful closes and we welcome the turn of the decade, Armor is excited to create the Armor Gives Back program, reminding us of all that we have to be thankful for. Through this program, we will share our commitment to the Raleigh community by giving our time to local […]
Our latest quarterly newsletter is available. Please follow this link to access a pdf version: January 2020 Newsletter. Nothing contained in this publication is intended to constitute legal, tax, securities or investment advice, nor an opinion concerning the appropriateness of any investment, nor a solicitation of any type and does not guarantee future results. The […]
Among the tumult of other happenings in Washington DC during the last two weeks of December, a significant update of retirement laws passed the Senate and was signed into law. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was passed overwhelmingly by the House of Representatives in May but was stuck […]
After a brief hiccup at the start of the last quarter, markets roared into the new year in a relentless drive to all-time highs, again. The engine of the US economy is humming along providing ample job opportunities for middle income workers, accompanied by low interest rates and accommodating central bank policies around the globe. […]
Our latest quarterly newsletter is available. Please follow this link to access a pdf version: October 2019 Newsletter. Nothing contained in this publication is intended to constitute legal, tax, securities or investment advice, nor an opinion concerning the appropriateness of any investment, nor a solicitation of any type and does not guarantee future results. The […]
Please join us in welcoming Allison Miller, who joined Armor in August as an Associate Financial Planner. Allison supports the firm’s lead advisors in providing holistic financial planning and wealth management services to our clients. From 2016 until 2019, Allison was a Financial Planning Associate for a large, independent RIA in the Baltimore area, and […]
When Walt, Jeff, and I joined together in 2007, I was the designated technology expert and we introduced state of the art systems that served us well for many years. But time moves on and technology evolves. Over the last twelve months, under the guidance of our Director of Operations, Graham Shepherd, we have made […]
