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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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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


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


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


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


Looking Beyond the Valley to the Peak
Well, it’s official… The stock market, as measured by the S&P 500 index, is off to its worst start to any calendar year since 1939. For...

Adam J. Morgan, CFA, CMT
May 3, 20223 min read


Changing Jobs? What to Think About
VOLUME 14 | ISSUE 2 Among everything else to think about when changing jobs—meeting new coworkers, learning new software, figuring out...

Graham F. Shepherd, CFP®
Apr 1, 20223 min read


Coach and the Heels: The Rivalry that Moves Markets
Volume 14 | Issue 2 - As I was preparing to watch the Final Four, a setting befitting  the best rivalry in all of college basketball...

Adam J. Morgan, CFA, CMT
Apr 1, 20224 min read


From the Crow's Nest: Acceleration Anxiety
Volume 14 | Issue 2 - My drive to the office appears more treacherous by the day. Whether it is a small compact car or a semi-sized...

Jeffrey R. Miller, CFA
Apr 1, 20223 min read


Continuity
Volume 14 | Issue 1 - It seems like just yesterday that I was the young guy joining Walt and Jeff to create Armor Investment Advisors...

John Purrington, CFP®
Jan 1, 20222 min read


From the Crow's Nest: Change is Good
Volume 14 | Issue 1 - Change is a simple fact of life. Whether we accept it or not is irrelevant – it is how we accept it that mat-ters.

Jeffrey R. Miller, CFA
Jan 1, 20223 min read


An Introduction
Volume 14 | Issue 1 - I thought it appropriate to use this forum to introduce myself, and then I promise not to talk too much about...

Adam J. Morgan, CFA, CMT
Jan 1, 20224 min read
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