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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 31, 20242 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 31, 20243 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.
Adam J. Morgan, CFA, CMT
Jul 10, 20243 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 1, 20244 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...
Adam J. Morgan, CFA, CMT
Apr 1, 20244 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 1, 20242 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.
Jeffrey R. Miller, CFA
Jan 1, 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.
Adam J. Morgan, CFA, CMT
Jan 1, 20244 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 1, 20243 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...
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...
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...
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...
Jeffrey R. Miller, CFA
Jan 1, 20233 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...
Adam J. Morgan, CFA, CMT
Jan 1, 20235 min read
The Secret Sits
Volume 15 | Issue 1 - Every year around this time, the investment management community feels compelled to offer forecasts, predictions...
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