Ark Royal Wealth Management September 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.

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. Betting too heavily on today’s winners can leave you overexposed when the cycle shifts.


Big Sports, Big Money. This chart highlights how the major U.S. sports leagues make money in very different ways. The NFL relies heavily on national TV deals, while leagues like MLB and the NHL lean much more on ticket sales and local media. It’s a reminder that each league’s business model reflects how fans engage with the sport both in stadiums and on screens.



The September Effect. Since 1928, the S&P 500 has averaged negative returns in September, even though the market is positive over the long run. Theories range from tax-loss harvesting to investors returning from summer vacations and repositioning portfolios. Despite the pattern, the “effect” isn’t reliable year to year, as many Septembers finish positive.


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.

WEBSITE
LINKEDIN
BLOG
YOUTUBE

2700 Wycliff Road Suite 360

Raleigh, NC 27607

Tel. 919-710-8665
Unsubscribe · Preferences

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.

Read more from Ark Royal Wealth Management

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...

August 2025 Planning Tip Ratings vs. Returns: The Investor’s Dilemma Everyone wants better investment results, but few realize how often their decisions are shaped by outside forces with entirely different priorities. If your market outlook is based on what you see on financial news networks, you’re being guided by incentives that often run in direct opposition to your own. The business model isn’t built to make you a better investor, it’s built to keep you watching. Sensationalism is a...