Stay up to date with current topics, expert insights, and up-to-date information on events surrounding financial planning and Ark Royal Wealth Management.
Ark Royal Wealth Management June 2025 Charts
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Ark Royal Wealth Management
Stay up to date with current topics, expert insights, and up-to-date information on events surrounding financial planning and Ark Royal Wealth Management.
June 2025 Planning Tip Surprised by your 2024 tax bill? You're not alone- and it's often not just about how much you earned, but how effectively you planned throughout the year. Many people assume taxes are a once-a-year consideration, but the truth is that small decisions made throughout the year can lead to big surprises come April. That’s why tax planning is a key part of our ongoing client reviews. Here are some common mistakes and missteps we see: Improper Withholdings Withholding too...
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. Bouncing Back. Market corrections (declines of 10% to 20%) are a regular part of investing history. On average, the market drops 14% during these periods. Despite the sharp downturns, the average recovery takes just four months, highlighting how quickly markets can rebound once they bottom...
May 2025 Planning Tip Turning Market Volatility into a Tax Planning Opportunity Market volatility is uncomfortable — but it can also open the door to valuable planning strategies. While most investors see a pullback as a time to retreat, it can actually present a powerful opportunity to reposition assets for long-term advantage. A 10% market decline doesn’t just mean lower portfolio values — it could also mean paying income tax on 10% less money when executing a Roth conversion. Here’s why...