Arch Global Advisors

Happy National Financial Awareness Day!

August 14th is National Financial Awareness Day, a perfect opportunity to reflect on the importance of financial literacy and the steps we can take towards our financial future.

At Arch Global Advisors, we are dedicated to empowering our clients with the knowledge and tools they need to make informed financial decisions. Financial awareness is the foundation of a strong financial future, and we’re here to guide you every step of the way.

Here’s why financial awareness is crucial:

Informed Decision-Making: Understanding your financial situation allows you to make better choices regarding spending, saving, and investing.

Goal Setting: Financial awareness helps you set realistic goals and create a roadmap to achieve them.

Risk Management: Being aware of potential financial risks enables you to take proactive measures to protect your assets.

Our team of financial advisors is committed to helping you enhance your financial awareness and achieve your financial goals. Whether you’re planning for retirement, saving for a major purchase, or looking to invest, we provide personalized strategies tailored to your needs.

Celebrate National Financial Awareness Day by taking charge of your financial future. Reach out to us today to get started!

Happy National Social Security Day!

Tomorrow, August 14th is National Social Security Day, a day to recognize the importance of Social Security in securing a stable and comfortable retirement. At Arch Global Advisors, we understand that Social Security is a crucial component of your financial planning and retirement strategy.

Here’s why understanding Social Security is essential:

Foundation for Retirement: Social Security provides a stable income stream, forming the backbone of your retirement plan.

Maximizing Benefits: Knowing when and how to claim Social Security can significantly impact your retirement income.

Integration with Other Savings: Combining Social Security with other retirement savings and investments ensures a well-rounded financial strategy.

Our team is here to help you navigate the complexities of Social Security. Whether you’re nearing retirement or just starting to think about it, we can provide personalized guidance tailored to your unique situation.

Weekly Connect: Team Updates & Insights

Today is National Book Lover’s Day!
To celebrate, and give some recommendations for a good summer read, here are some of the books that our New York team is currently reading or have enjoyed reading:

Sheraz: Atomic Habits by, James Clear
Akhil: The Four Agreements by, Don Miguel Ruiz
Paris: Think Again by, Adam Grant
Bilal: Einstein: His Life and Universe by, William Isaacson
Faran: Hustle Harder, Hustle Smarter by, Curtis Jackson
Brian: 20,000 Leagues Under the Sea by, Jules Verne
Patrick: You Are Worth It: Building a Life Worth Fighting For by, Kyle Carpenter

Happy National Pickleball Day!

Today, we celebrate one of the fastest-growing sports in America—pickleball! Just like a great game of pickleball, achieving your financial goals requires strategy, agility, and precision.

At Arch Global Advisors, we believe that financial planning should be as engaging and rewarding as your favorite pastime. Here’s how financial planning is like pickleball:

Strategy and Planning: Just as you plan your shots in pickleball, we help you develop a detailed financial strategy tailored to your goals.

Adaptability: In both pickleball and financial planning, being able to adapt to changing conditions is key to success.

Consistency: Regular practice and consistent effort lead to improvement in pickleball and the achievement of your financial milestones.

Whether you're aiming for a comfortable retirement, saving for your child’s education, or looking to grow your investments, our team is here to provide the guidance and support you need to stay on top of your financial game.

Let’s serve up a secure financial future together! Reach out to us today to start planning.

August is “What Will Be Your Legacy?” Month!
This month, let's take the time to reflect on our financial past and future goals, and consider the legacy we will leave for future generations.
At Arch Global Advisors, we are dedicated to helping you build generational wealth through diverse investment options and comprehensive financial planning. Whether you're aiming to secure your family's future, fund educational opportunities, or support philanthropic causes, we are here to guide you every step of the way.
If you're looking to create a legacy, reach out to us. Together, we will work through your financial goals, develop a clear strategy, and provide you with tailored solutions.

ICYMI: We've shared our Market Newsletter for the month of August. Read our thoughts on the current market conditions, themes from July and a look ahead.

ICYMI: We've shared our Mid-Year Outlook for 2024. Read our thoughts on the current market conditions, themes from this year so far and a look ahead.

Weekly Connect: Team Updates & Insights

Last week, Arch Global Advisors' team members had the pleasure of attending an insightful regional conference hosted by Atria Wealth Solutions and LPL at the W Hotel in Hoboken. The event provided us with valuable insights into the transition to LPL and the detailed process involved, helping us better understand the path forward. We’re truly appreciative of the opportunity to connect with industry peers and experts. Excited for what the future holds and looking forward to new opportunities ahead!


Wealth Solutions Financial

Happy National Intern Day!

Today, we celebrate the contributions of our talented interns who bring fresh perspectives and boundless energy to Arch Global Advisors. Thank you for your hard work, dedication, and enthusiasm. You are an integral part of our team, and we appreciate everything you do!

Here's to our future leaders!

Great Event! Over July 4th, the Arch Global Advisors team attended APPNA's 47th Annual Summer Convention at the Ga***rd National Resort in Maryland.

Arch Global Advisors has been working with APPNA (Association of Physicians of Pakistani Descent of North America) and their subchapters for the last 17 years and we look forward to continuing our relationship for years to come.

A big thank you to for a fun and exciting convention, we look forward to attending again next year!

Weekly Connect: Team Updates & Insights

This Sunday is National Ice Cream Day! Arch Global Advisors is celebrating by sharing our favorite flavors. What's yours?

• Sheraz: Vanilla
• Akhil: Mint Chocolate Chip
• Paris: Chocolate
• Bilal: Vanilla
• Faran: Pistachio
• Patrick: Twist Soft Serve

Weekly Connect: Team Updates & Insights

If your employer matches any or all of your 401(k) contributions, talk with a financial professional about how contributions and matches can impact your larger retirement savings strategy. Reach out to learn more.

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower.

Welcome to the Team!
Meet Faran, a new addition to the Arch Global Advisors team. Born and raised in Islip, New York, Faran comes from a family of bankers, which sparked his early interest in finance. A recent Summa Cum Laude graduate from Stony Brook University with a degree in Business Administration and Management, he is currently pursuing an MBA in Finance at his alma mater. Faran is driven by his love for learning and a desire to broaden his knowledge of the financial industry. Outside of work, Faran loves boating, visiting the beach, and playing golf. A lifelong athlete and NY Jets fan, he looks forward to the fall season.

Weekly Connect: Team Updates & Insights

There are always new things to discover about managing your money. Arch Global Advisors can offer ideas for every stage of your financial life, from budgeting and saving to resources for your long-term retirement goals.

Reach out to learn more.

Happy Fourth of July from our team at Arch Global Advisors! We hope you, your families and loved ones have a wonderful holiday.

ICYMI: We've shared our Market Newsletter for the month of July. Read our thoughts on the current market conditions, themes from June and a look ahead.

Weekly Connect: Team Updates & Insights

Happy National Insurance Awareness Day!

At Arch Global Advisors, we understand the importance of comprehensive coverage for you and your loved ones. As a full-service wealth management firm, we are dedicated to helping you find an insurance policy tailored to your needs and concerns.
Protect what matters most with confidence. Contact us today to explore the benefits of a well-crafted insurance plan for your future.

The Arch Global Advisors' Gather & Grow Event was an incredible success!

Thank you to everyone who joined us to learn more about our team, platform, and the Arch Global Advisors’ process. We loved sharing how we collaborate with advisors to provide exceptional service and tailored solutions for your clients' financial needs.

A special shoutout to our amazing lineup of industry experts from Jackson National, First Trust, Delaware Life, Sammons, and BlackRock, who delivered engaging presentations on topics such as Estate Planning, and Retirement Planning. We appreciate your participation and look forward to seeing you at our future events.

More pictures to come!

We are thrilled to announce that our Managing Partner & CEO, Sheraz Iftikhar, accepted the 2024 Executive Circle Award at the ceremony on May 21st!
This prestigious award by Long Island Business News honors senior-level executives for their exceptional leadership, integrity, vision, and commitment to excellence. Congratulations to Sheraz on this outstanding achievement!


The Executive Circle Award is a community nominated award by the Long Island Business News ("LIBN"). Nomination deadline for the 2024 award was 2/16/2024 with selected honorees announced 3/21/24. Being chosen as an award recipient is not indictive of a financial professional's performance and should not be construed as a recommendation of the financial professional by LIBN. A cost of $20 is required to nominate
an executive for consideration of the award, however, financial professionals do not pay a fee to be considered or placed on the final list. A panel of judges rate each nominee's application based on professionalism, mentorship, community involvement, and career growth. Working with an award-winning financial professional is no guarantee as to future investment success.

Celebrate National Annuity Awareness Month this June!
At Arch Global Advisors, we recognize the value of planning for a secure financial future. Annuities can provide a reliable income stream during retirement. Let us help you understand how annuities fit into your long-term financial strategy.
Discover the benefits of incorporating annuities into your retirement plan. Contact us today to learn more!



Annuity products are not FDIC-insured, and their guarantees are backed solely by the claims-paying ability of their issuing life insurance company.

Weekly Connect: Team Updates & Insights

Arch Global Advisors joined the Turkish Chamber of Commerce & Industry (TACCI) at their Unity Through Support event, celebrating the long-standing strategic partnership between the Turkish and Korean Chamber of Commerce.
We're thrilled to announce that our managing partner & CEO, Sheraz Iftikhar, was honored by TACCI as an International Host, with Arch Global Advisors proudly supporting the organization through the years.
A big thank you to TURKISH CHAMBER TCCPI for organizing such a wonderful event! We look forward to participating in future events.

Today is the First Day of Summer! Arch Global Advisors hopes that you, your families and loved ones have a wonderful summer season.

Happy Junteenth Freedom Day, a day of recognition, restoration, and celebration, from our team at Arch Global Advisors!

Marathon Completed!
A huge congratulations to Arch Global Advisors’ own Sheraz Iftikhar for crossing the finish line at the 2024 Rio de Janeiro Marathon on Sunday, June 2nd!
We’re thrilled to see Sheraz achieve this incredible milestone and share moments with members of Achilles International. Way to go, Sheraz!

Happy Father’s Day from our team at Arch Global Advisors! We hope you, your families and loved ones have a wonderful day.

Weekly Connect: Team Updates & Insights

We had a fantastic time celebrating the retirement of Michael Smithson!

With 22 years of industry experience, Michael has helped countless people view their wealth from a new perspective, leaving a legacy of not just money, but also values and community influence.

As a Certified Wealth Strategist and Investment Advisor Representative, Michael offered retirement strategies, estate conservation, and financial planning.

Thank you, Michael, for your dedication and impact. Enjoy your well-deserved retirement!

ICYMI: We've shared our Market Newsletter for the month of May. Read our thoughts on the current market conditions, themes from April and a look ahead.

Weekly Connect: Team Updates & Insights

Did you know that 5/29 was National College Savings Plan Day?
May 29th is dedicated reminding families and friends to help save for a child’s future education and focuses on a college savings vehicle called a 529 plan. Earnings grow tax-free on a federal level, and in most states, if savings are withdrawn to pay for qualified tuition and other expenses.

Anytime is a great time to get started on saving for college and education. Here at Arch Global Advisors, we can help you understand the ins and outs of planning, help you understand the products available and see if it’s a good fit for you! If you are interested in learning more about college and education savings programs, please reach out to us directly.

Investors should consider investment objectives, risks, and charges, and expenses associated with 529 plans before investing. Specific plan information is available in each issuer’s official statement or plan disclosure document which should be read carefully prior to investing. State tax benefits vary among the states, and some offer residents additional tax benefits if they invest in their own state plan. Other state benefits may include financial aid, scholarship funds, and protection from creditors.

Happy Memorial Day from our team at Arch Global Advisors! We hope you, your families and loved ones have a wonderful holiday weekend.