Arkos Global Advisors

We help families thrive across generations by connecting their money with their purpose.

[Arkos Global Advisors @ArkosGlobalAdv]

Continuing our series on core principles to live by, our president, Cale Dowell, shares the importance of passing on blessings by spending time together and sharing the stories that shaped you.

Watch this video and learn how we can help you deliver blessings to your family! 📽️

[Arkos Global Advisors @ArkosGlobalAdv]

Markets picked up where they left off in April to post another strong monthly return in May. We saw no changes in our data-driven Three Dials allocation framework during the month of May, as we summarize in our latest market update video.

[Arkos Global Advisors @ArkosGlobalAdv]

If your wealth is likely to outlive you, there are only a few places it can go.
👍To your family.
👍To charity.
👎Or to the IRS.
A Kingdom-minded estate plan asks: How much is enough? Who are we called to impact? How can generosity continue beyond our lifetime?

[Arkos Global Advisors @ArkosGlobalAdv]

Today, we pause with gratitude for the men and women who gave their lives in service to our country. Their sacrifice reminds us that the freedoms we enjoy were stewarded by others at great cost. May we remember with humility and live with gratitude.

[Arkos Global Advisors @ArkosGlobalAdv]

How do you give your kids a leg up without giving them two legs on the couch?😁 The question is not only, “How much will your kids inherit?”
It is also, are they prepared to steward it? Have you shared the values behind it?
Are you giving a blessing—or creating a burden?

[Arkos Global Advisors @ArkosGlobalAdv]

Our very own Trevor Harris addressed the crowd at the annual luncheon for Home Encouragement, a non-profit that supports marital health through date nights, retreats, married-life groups, and counseling.

[Arkos Global Advisors @ArkosGlobalAdv]

Arkos is on the move! We are grateful to share the opening of our new office at 3306 Mercer Street. Thank you to our clients, team members, and partners who continue to walk this journey with us.

[Arkos Global Advisors @ArkosGlobalAdv]

“How much is enough?” is one of the most important questions a family can ask.

A Financial Finish Line brings clarity to lifestyle, generosity, investing, and legacy. Without a finish line, 𝑚𝑜𝑟𝑒 can quietly become the goal.

Where is your money going?
https://t.co/LMQsPjXsqn

[Arkos Global Advisors @ArkosGlobalAdv]

From grandbabies to fur babies, today, we honor the mothers who have shaped our lives with sacrifice, faith, and love. So much of what we pass on to the next generation is not measured in dollars, but in the example of a life well lived. Happy Mother’s Day from Arkos!

[Arkos Global Advisors @ArkosGlobalAdv]

𝗧𝗛𝗥𝗘𝗘 𝗤𝗨𝗘𝗦𝗧𝗜𝗢𝗡𝗦 𝗧𝗛𝗔𝗧 𝗪𝗜𝗟𝗟 𝗦𝗛𝗔𝗣𝗘 𝗬𝗢𝗨𝗥 𝗟𝗘𝗚𝗔𝗖𝗬
Preparing for your legacy requires putting the narrative before the numbers, so you can begin building a plan that reflects your values and purpose.
#LiveAbundantly #WealthWithPurpose #Stewardship

[Arkos Global Advisors @ArkosGlobalAdv]

Markets rebounded in April, as investors cheered a pause in hostilities in the Middle East despite oil prices remaining stubbornly high. We continue to lean on our data-driven Three Dials allocation framework, which held steady during April, as summarized in our update video.

[Arkos Global Advisors @ArkosGlobalAdv]

One of our very own is taking part in the Boston Marathon today. Please join us as we cheer on and pray for James Leopold's successful run. Godspeed, quite literally! Drop a note of encouragement or a prayer for James below.
#bostonmarathon2026 #perserverance #purposedriven

[Arkos Global Advisors @ArkosGlobalAdv]

ENERGY PRICE PRESSURE
Markets sold off in March as the war in Iran dominated headlines, with surging energy prices threatening to unsettle an already fragile global economy. We continue to lean on our Three Dials allocation framework, which held steady during the month of March.

[Arkos Global Advisors @ArkosGlobalAdv]

At Easter, we reflect on the sacrifice Jesus made for us. He gave His life so we could have life abundantly. In many ways, that same spirit is reflected in how we care for our families. Through sacrifice and wise stewardship, we help create a lasting legacy for generations.

[Arkos Global Advisors @ArkosGlobalAdv]

CALM AMIDST CONFLICT:February's Market Turn
Equities were mixed in February, as fears over a bubble in AI investment weighed on tech stocks before the US and Isreal launched an attack on Iran over the weekend. While uncertainty reigns, our Three Dials allocation held steady.

[Arkos Global Advisors @ArkosGlobalAdv]

Markets came out of the gates strong in 2026, surviving a bout of volatility to build on the gains from the previous year. The S&P 500 added +1.5% in January after returning +18% in 2025. 📈

📖 https://t.co/UOYe2JoUnK

[Arkos Global Advisors @ArkosGlobalAdv]

Markets capped off an eventful 2025 with a relatively quiet month of December, as a lack of major headlines meant traders could start their holiday season early. The S&P 500 gained +0.1% for the month to end the year at a +17.9% gain. 📈

📖 https://t.co/ump5i0ZVPp

[Arkos Global Advisors @ArkosGlobalAdv]

From our family to yours . . . .

[Arkos Global Advisors @ArkosGlobalAdv]

Equity markets survived a brief bout of volatility, driven by concerns over AI and inflation, to end the month slightly higher in November. The S&P 500 ticked up +0.3% for the month to bring the year-to-date gain on the blue-chip index to +17.8%. 📈

📖https://t.co/8a6oownwSG

[Arkos Global Advisors @ArkosGlobalAdv]

We are thankful for you all year long. Wishing you a bountiful Thanksgiving feast and a heart full of thanks.
Your friends at Arkos Global Advisors.