Ark Royal Wealth Management April 2025 Charts


ARK ROYAL WEALTH MANAGEMENT

Three Charts That Have Our Attention

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.

State to Country GDP. Ever wondered what country your state’s economy stacks up against? From California rivaling India to Texas flexing like Italy, this map shows just how mighty each U.S. state’s GDP really is. Who knew our home state of North Carolina was basically Taiwan?


60/40 Portfolio Success. This chart highlights the importance of staying invested over time — a 60/40 portfolio shows increasing consistency in delivering positive returns the longer it's held, reaching near 100% over 5+ year periods. It also consistently outperforms cash in the long run, reinforcing that short-term volatility shouldn't drive long-term decisions. For investors, this underscores the value of patience, diversification, and avoiding market timing.



Emergency Fund Figures. Only 62% of Americans could come up with $2,000 in case of an emergency, the lowest on record. A general rule of thumb for a solid emergency fund includes 3–6 months of essential expenses. This covers necessities like housing, food, and insurance in case of job loss or unexpected costs.


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ARK ROYAL WEALTH MANAGEMENT Three Charts That Have Our Attention 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. Bigger Isn't Always Better. The biggest companies today aren’t guaranteed to stay there tomorrow. Market leadership changes faster than most investors realize, and history proves it. Few companies hold onto the top spot for long and many former giants eventually fade from the leaderboard....

September 2025 Planning Tip Tax Payments Are Going Paperless: Steps to Get Ahead of the Change Starting September 30, 2025, paper checks will no longer be accepted for federal tax payments, nor will they be issued for refunds. This is part of a broader government push to modernize the tax system, improve efficiency, and reduce fraud. For individuals and families, this means that the familiar process of mailing in a check with a tax return or waiting for a paper refund check to arrive in the...

ARK ROYAL WEALTH MANAGEMENT Three Charts That Have Our Attention 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. Large Cap Market Concentration. Nvidia now has the largest weight in the S&P 500 of any individual stock in history. Expanding to some of the other largest market caps there is an extreme AI concentration. Buying at Highs. Many people think buying after the market hits an all-time high is...