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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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Jeffrey R. Miller, CFA
Oct 312 min read
Founder's Finale
At Armor Investment Advisors, we have been planning for my succession for several years.
Allison R. Miller, CFP®, AIF®
Oct 313 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.
Armor Investment Advisors
Oct 311 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
Adam J. Morgan, CFA, CMT
Jul 103 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...
Graham F. Shepherd, CFP®
Jul 14 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...
Armor Investment Advisors
May 31 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..
Adam J. Morgan, CFA, CMT
Apr 14 min read
Wolfpack Economy
Volume 16 | Issue 2 - Over the last few years, inflation has successfully eroded away at the confidence underlying our economy.
Matthew C. Miller, CFP®
Apr 12 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.
Armor Investment Advisors
Mar 81 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.
Jeffrey R. Miller, CFA
Jan 11 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.
Adam J. Morgan, CFA, CMT
Jan 14 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
John Purrington, CFP®
Jan 13 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...
Armor Investment Advisors
Dec 18, 20231 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!
Jeffrey R. Miller, CFA
Oct 1, 20232 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...
Graham F. Shepherd, CFP®
Oct 1, 20233 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...
Adam J. Morgan, CFA, CMT
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...
Armor Investment Advisors
Aug 18, 20231 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
Graham F. Shepherd, CFP®
Jul 1, 20234 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...
John Purrington, 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.
Jeffrey R. Miller, CFA
Jul 1, 20232 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...
Armor Investment Advisors
May 19, 20231 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...
Jeffrey R. Miller, CFA
Apr 1, 20232 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...
Adam J. Morgan, CFA, CMT
Apr 1, 20234 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...
Graham F. Shepherd, CFP®
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...
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