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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
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...


Armor Investment Advisors
Mar 3, 20231 min read
The Food Bank of Central & Eastern NC
On Friday, March 3, 2023, we volunteered with the Food Bank of Central and Eastern North Carolina sorting and boxing 20,000 meals.


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...


Matthew C. Miller, CFP®
Jan 1, 20232 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...


Armor Investment Advisors
Dec 2, 20221 min read
Family Promise of Wake County
On Friday, December 2, 2022, we volunteered with Family Promise of Wake County raking leaves on their campus.


Jeffrey R. Miller, CFA
Oct 1, 20222 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...


Adam J. Morgan, CFA, CMT
Oct 1, 20225 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.


John Purrington, CFP®
Oct 1, 20222 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.


Armor Investment Advisors
Aug 5, 20221 min read
Note in the Pocket
On August 5, 2022, the Armor team helped sort clothing at Note in the Pocket, a local non-profit organization that provides quality...


John Purrington, CFP®
Jul 1, 20223 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...


Adam J. Morgan, CFA, CMT
Jul 1, 20225 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...


Jeffrey R. Miller, CFA
Jul 1, 20222 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...


Armor Investment Advisors
May 13, 20221 min read
Habitat for Humanity
On May 13, 2022, the Armor team participated in a build for Habitat for Humanity. The team helped finish a deck, fabricated and


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


Graham F. Shepherd, CFP®
Apr 1, 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...


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


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

Armor Investment Advisors
Feb 11, 20221 min read
The Food Bank of Central & Eastern NC
Nearly 510,000 people face hunger across the 34 counties that make up central and eastern NC. The Food Bank helped provide over 81 million..


John Purrington, CFP®
Jan 1, 20222 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...


Jeffrey R. Miller, CFA
Jan 1, 20223 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.


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