VOLUME 17 | ISSUE 2 You may have noticed some new letters behind my name. In January, I took and passed the Certified Divorce Financial...

By tailoring risk to an investor’s time frame, we aim to help them stay on track regardless of market noise.

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.

This year will mark my 18th year at Armor Investment Advisors.  This is now the longest that I have ever worked at one company. 

At Armor Investment Advisors, we have been planning for my succession for several years.

If you haven’t started planning your Tax Day celebration or how to spend your refund, now’s the time to get moving.

Volume 16 | Issue 3 - According to the moving company, PODS, more people are moving to North Carolina every day than anywhere else in...

Volume 16 | Issue 3 - To take advantage of the tax benefits, however, you will need to itemize deductions on your tax return instead...

Volume 16 | Issue 2 - Over the last few years, inflation has successfully eroded away at the confidence underlying our economy.

Volume 16 | Issue 2 - In our meetings with clients, the risk we think about most visually, and perhaps most often, is portfolio risk.

Volume 16 | Issue 1 - We have been waiting for the long-predicted recession, soft landing, or whatever we want to call it.

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

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...

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...

Volume 15 | Issue 4 - At Armor, we have been reviewing our client’s prior year tax returns and facilitating discussion with their...

Volume 15 | Issue 4 - We thought we’d try something different this quarter. In our quest to stay abreast of the newest and latest...

Volume 15 | Issue 3 - When working with a client’s financial plan, we first establish their goals, objectives, and values, as these...

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

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

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