Are Index Investors Overlooking Liquidity Risks?
Could index funds be forced to sell certain stocks because they've become too big?
Zach Palmer Quoted in Barron's on Power of Tax Loss Harvesting
A silver lining of a declining market is tax loss harvesting. Zach Palmer of Ark Royal was recently quoted in Barron's discussing how we help clients make the most of this strategy.
Can You Trust Coach Pete D'Arruda and Capital Financial Advisory Group?
If you live in the Triangle, you’ve likely heard of Capital Financial Advisory Group and its founder, Pete D’Arruda, aka “Coach Pete.” Capital Financial Advisory Group spends a ton of money buying radio and TV time, but behind the heavy marketing lies a reality that every investor should know—especially if you’re considering entrusting them with your retirement. Let’s take a closer look at what we’ve uncovered about Capital Financial and why you may want to think twice.
Can Your Retirement Survive a Bear Market?
If you’re retired or nearing retirement, you know how unsettling a market downturn can feel. When headlines scream uncertainty and your portfolio seems to shift with every news cycle, it can be tough to stick with your plan.
Should You Worry About a Market Correction?
There's lots of uncertainty swirling in the market; tariff troubles, DOGE staff reductions, and indications of stubborn inflation. What should an investor do?
Mike Palmer Featured in MarketWatch
McKinsey & Company recently reported that they project a shortage of financial advisors in the coming years. Ark Royal Wealth Management founder Mike Palmer, CFP® was recently quoted in a MarketWatch article that outlines key considerations in seeking an advisor.