Feb 18, 2024

Three Charts That Have Our Attention- February 2024

If you are curious about what’s going on in the market or economy we’d like to share some charts / graphics that we think are insightful.Small Cap Update. Small cap stock valuations appear attractive. We are slightly overweight small caps. Passive v. Active. Index and passive funds now represent a majority of all mutual funds and ETFs.

If you are curious about what’s going on in the market or economy we’d like to share some charts / graphics that we think are insightful.

Small Cap Update. Small cap stock valuations appear attractive. We are slightly overweight small caps.

Passive v. Active. Index and passive funds now represent a majority of all mutual funds and ETFs. At Ark Royal we believe in low cost, evidence-based investment funds that efficiently capture market returns. Learn more about our investment philosophy.

The Benefit of Working with an Advisor. Individual investors frequently avoid investing during market declines, waiting until markets have risen before investing. A good advisor can reverse this “sell low, buy high” cycle by providing a valuable sounding board and instilling investment discipline.

Whenever you're ready, we’re here to help you.

The benefits of working with a fee-only advisor are namely expertise, time, and objectivity. You can schedule a no-obligation call with us to learn how we work with you to simplify, organize, and clarify your financial life.

man and woman standing on beach during daytime

How QTIP Trusts Protect Your Second Marriage and Your Kids

One-third of married Americans age 55 and older are currently in a second marriage. While remarriage is common in this age demographic, it often creates what we call the "Brady Bunch" dilemma: how do you ensure your current spouse is financially secure while also guaranteeing that your assets eventually reach your children from a previous marriage?

Mar 7, 2026

low-angle photo of U.S. flag placed on gray pole

Trump Accounts: The Ultimate Tax-Free Wealth Strategy for Kids

Trump Accounts can be an excellent jump start to a child or grandchild's retirement savings.

Mar 3, 2026

The Risks of NIL Agents and the Importance of Fiduciary Advice

For college athletes receiving NIL income making good decisions is critical to financial success.

Feb 25, 2026

How QTIP Trusts Protect Your Second Marriage and Your Kids

Mar 7, 2026

Trump Accounts: The Ultimate Tax-Free Wealth Strategy for Kids

Trump Accounts can be an excellent jump start to a child or grandchild's retirement savings.

Mar 3, 2026

The Risks of NIL Agents and the Importance of Fiduciary Advice

For college athletes receiving NIL income making good decisions is critical to financial success.

Feb 25, 2026

Financial Planning for GSK Employees

GlaxoSmithKline (GSK) has some of the most lucrative employee benefits in the pharmaceutical industry - but only if you make the most of them. At Ark Royal Wealth Management we work with a number of GSK employees / retirees to help them navigate the often complicated landscape of GSK benefits.

Feb 12, 2026

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