Ark Royal Founder Mike Palmer Quoted in MarketWatch

Mike Palmer was honored to share his perspective with MarketWatch recently on the topic of how a financial planner can assist a newly retired couple. The reader, a retiree with $3.7 million in retirement assets asked if an advisor's fees are worth the cost.

Mike Palmer was honored to share his perspective with MarketWatch recently on the topic of how a financial planner can assist a newly retired couple. The reader, a retiree with $3.7 million in retirement assets asked if an advisor's fees are worth the cost. 

“You should review the asset location of certain investments for maximum tax efficiency, which is one place a good adviser can add value. There’s not enough information here to know if tax loss harvesting is an opportunity but a good adviser would do this proactively,” says Mike Palmer, certified financial planner at Ark Royal Wealth Management in Raleigh, North Carolina.

Read the full MarketWatch article here: 'Are we wrong?' We're 65 and have $3.7M and two homes. I'm already retired, and my husband is retiring this year. But now what?  

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Ark Royal Wealth Management LLC (“ARWM”) is registered as an investment adviser with the Securities and Exchange Commission.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by ARWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of ARWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

About

How We Work

Young Professionals

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© 2026 Ark Royal Wealth

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Designed by Slices.Design

Ark Royal Wealth Management LLC (“ARWM”) is registered as an investment adviser with the Securities and Exchange Commission.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by ARWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of ARWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

About

How We Work

Young Professionals

Blog

Join newsletter

© 2026 Ark Royal Wealth

Form ADV
Form CRS
Privacy Policy

Designed by Slices.Design

Ark Royal Wealth Management LLC (“ARWM”) is registered as an investment adviser with the Securities and Exchange Commission.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by ARWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of ARWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.