Learn what Sequence of Return Risk is, why the timing of market returns is more critical than the average return, and discover three proven strategies from a CFP® to safeguard your $2M+ retirement portfolio.
The fundamental building blocks of successful investing never change: cost, discipline, and structure. That's why at Ark Royal Wealth Management, we build investment portfolios using primarily Dimensional Fund Advisors (DFA) and Vanguard investment solutions—two firms recently recognized in Morningstar's 2025 Fund Family 150 Digest for their leadership and innovation.
Are you a senior adult looking to save thousands on your taxes? The Big Beautiful Bill has introduced a significant tax change that you need to know about - the "senior bonus deduction" or enhanced senior deduction. With proper planning, there's still time to take full advantage of this opportunity.
Is a "tax time bomb" a legitimate concern for retirees with large IRA or 401k balances?
The SEC issued a public notice to approve Dimensional Fund Advisor’s (DFA) exemptive relief application to offer both exchange-traded fund (ETF) and mutual fund share classes. This marks a significant development for investors like you who work with financial advisors.
The stakes are higher when older couples divorce - they typically have more assets and less time to rebuild net worth.