Premia Global Advisors offers you "A Wealth of Advice."
Our experienced team is committed to providing you with excellent service as we work closely with you to build a financial plan to define and achieve your financial goals.
You will find our personalized advice to be objective and valuable, and our knowledge to be deep and current with cutting edge solutions.
Please play a short introduction to Premia Global Advisors located in Coral Gables, FL.
April Update: Our Views on the Markets
Premia's founder, Miguel Sosa, talks about our thoughts on rising interest rates and the recent failing of several banks. Premia Global Advisors continues to stay at the forefront of the knowledge necessary to navigate these challenging waters.
April 11, 2023
Actualización de Abril: Nuestra visión de los mercados
El fundador de Premia, Miguel Sosa comparte nuestros comentarios respecto al alza de las tasas de interés y la reciente quiebra de varios bancos. Premia Global Advisors continúa a la vanguardia del conocimiento necesario para navegar en estas aguas desafiantes.
April 11, 2023
OUR VIEWS ON THE MARKETS IN 2023
Premia's founder, Miguel Sosa, talks about our thoughts on the markets in 2023. Premia Global Advisors continues to stay at the forefront of the knowledge necessary to navigate these challenging waters.
January 18, 2023
Nuestra Visión De Los Mercados Para El 2023
El fundador de Premia, Miguel Sosa, comparte nuestras perspectivas respecto a los mercados en el año 2023. Premia Global Advisors continúa a la vanguardia del conocimiento necesario para navegar en estas aguas desafiantes.
January 18, 2023
October Update: With great volatility comes great opportunity.
Premia’s Founder, Miguel Sosa, discusses the volatility in the current environment and how maintaining a discipled investment process is what’s needed now.
October 14, 2022
Con gran volatilidad surgen grandes oportunidades
El fundador de Premia, Miguel Sosa, habla sobre la volatilidad en el ambiente actual y la necesidad de mantener un proceso de inversión disciplinado.
October 14, 2022
Our thoughts on the current investment environment.
Premia’s Founder, Miguel Sosa, discusses our thoughts around the current investment environment and how we’re using it to better align our investment recommendations.
July 13, 2022
Nuestros comentarios sobre el entorno de inversión actual
Miguel Sosa, fundador de Premia, comparte sus comentarios sobre el entorno de inversión actual y como los utilizamos para alinear mejor nuestras recomendaciones.
July 13, 2022
What now? – Our thoughts going forward.
Premia’s Founder, Miguel Sosa, discusses our current thinking and portfolio positioning.
April 11, 2022
¿Ahora Que? – Nuestras opiniones para el futuro
Nuestro fundador, Miguel Sosa, analiza nuestro pensamiento actual y el posicionamiento de nuestras carteras.
April 11, 2022
February Update: Our Expectations for 2022
In this month’s commentary, we discuss our expectations for the year 2022 and the impact inflation will have on the economy.
February 16, 2022
Actualización de Febrero: Nuestras expectativas para 2022
En el comentario de este mes, discutimos nuestras expectativas para el año 2022 y el impacto que la inflación tendrá en la economía.
February 15, 2022
Comentarios de fin de año: Manteniéndose enfocado en sus objetivos.
Este mes proveemos nuestras opiniones sobre el cuatro trimestre y porque los inversionistas deben de mantenerse enfocados en sus metas.
October 19, 2021
Year End Comment: Staying Focused on Your Goals.
In this month’s commentary, we discuss our thoughts on the last quarter along with why investors should be focused on their goals.
October 19, 2021
September Market Review: Do you need a second opinion?
In this month’s commentary, we discuss our thoughts and concerns along with how we have been helping investors with our second opinion.
September 21, 2021
What Worked In The Past, May Not Work In The Future!
In this months commentary, we discuss our comments on alternative investments.
August 24, 2021
Facts over Emotions, Quality over Speculation.
In this months commentary, Miguel Sosa, CIMA® discusses staying focused on the facts and investing in quality now.
We hope you find this video useful and valuable.
Please share it with your friends and family!
July 28, 2021
Our Current Views Of The Market and How We're Managing Portfolios
In this months commentary, Miguel discusses our current views of the market and how we're managing portfolios, taking into consideration inflation pressures, and market volatility.
We hope you find this video useful and valuable.
Please share it with your friends and family.
June 17, 2021
May Update: Wrapping up the 1st Quarter of 2021
In this month's market commentary, Miguel Sosa reflects on the first quarter of 2021 and gives his thoughts on how the markets will perform in the coming quarters.
We hope you find this video useful and valuable.
Please share it with your friends and family.
May 19, 2021
February Update: Celebrating 5 years of independence and what we are seeing today.
In this months market commentary, Miguel Sosa discusses celebrating 5 years of independence along with our thoughts on what we are seeing today.
We hope you find this video useful and valuable. Please share it with your friends and family.
February 16, 2021
October Update:
Our 4th Quarter Outlook
October 19, 2020
September Update:
ESG Investing & How Premia Can Help
September 17, 2020
Premia Global Advisors – Working with Offshore Clients
January 01, 2020
ESG Investing
ESG Investing
September 30, 2019
International Video Series
Miguel Sosa on Review Calls
June 24, 2019
International Video Series
Miguel Sosa on Account Structures
June 24, 2019
International Video Series
Miguel Sosa on Estate Planning for International Clients
June 19, 2019
Advantages of an income producing portfolio
Advantages of an income producing portfolio
June 03, 2019
Business Cycles Matter
Miguel Sosa on the importance of global business cycles
January 28, 2019
Values Based Investing
Premia Global Advisors Discusses Values Based Investing
November 16, 2017
PGA ESG Video
PGA ESG Video
September 19, 2017
Introduction
Our priority is to deliver independent and innovative advice to our clients.
Premia Global Advisors is committed to being a valuable advisor throughout your journey. From building upon your wealth to optimizing your financial plan to sustaining your legacy, we work with you to construct a goals-based strategy that encompasses your current lifestyle desires and your future financial needs.
Premia Global Advisors was founded by Miguel Sosa, who has spent more than 30 years working with families and institutions to address a full range of financial challenges as their Financial Advisor. His success and experience drive Premia Global Advisors’ focus on elite-level service and in-depth customization through strategic partnerships. Using detailed knowledge about the financial and investment industry, the Premia team spends significant time with clients and their families to discuss priorities and, most importantly, their values. This information is used to craft customized solutions and financial plans that at once allay your concerns while maximizing the opportunity to achieve your objectives.
At Premia Global Advisors, we spend a significant amount of time with clients to discuss their priorities: Family, details and goals, their concerns and how that plays a role in their long term plans, and their outside activities and other passions. And most importantly, their values.
Individuals & Families
Our priority is to help you find ways to live a rich life.
Wealthy individuals and their families turn to Premia Global Advisors as a trusted source for managing the complexities of their livelihoods and legacies.
As experienced professionals with high standards for discretion and integrity, Premia develops an intimate knowledge of each client’s needs. This often involves multi-jurisdictional solutions for our international clients. And it often involves multi-generational planning for our clients looking to create an enduring legacy, ensure the future prosperity of their families, and preserve the values that guide them.
As our client, you will benefit from a comprehensive, systematic review of the profile you choose to share with our team. We then create a customized financial plan and investment portfolio to properly balance your objectives and risk tolerance. We present our ideas in a concise and thorough manner to assure your complete comfort with your model. Premia conducts and shares with you a regular performance review of your portfolio, analyzing and reporting on results, and offering recommendations to enhance the investment portfolio as needed.
Institutional Clients
Premia adapts to the ever-changing needs of the financial world.
Premia’s team has longstanding experience working with institutional clients and their particular set of complex needs within the wealth arena.
From offshore entities to global players with interests in multiple geographies, institutional investors can turn to Premia as a resourceful partner who seeks to anticipate the challenges faced by cross-border investing and finance.
The Premia team is proficient in helping institutional clients define their objectives and plot a course of action that is both strategic in its long-range objective and tactical in delivering immediate advantages. Whether your need is a large-scale initiative, such as identifying an optimal investment program for your corporate pension plan, or a niche investment opportunity requiring discretion and confidentiality, Premia’s experience and expertise position the firm to be a valuable partner for your financial activities.
Our Leadership
Miguel Sosa, CIMA®
Founding Partner
Previously, Mr. Sosa worked at Merrill Lynch for more than 30 years, most recently in its Private Banking and Investment Group, where he obtained his Global Institutional Consulting (GIC) Designation and served as a qualified Portfolio Manager. He was a member of the firm’s Advisory Council to Management from 2002 to 2005. Recently, Mr. Sosa served as a panelist on the Managing Investments in a Volatile, Low-Yield Environment session at the Global Private Wealth Summit, New York, April 2017.
Prior to joining Merrill Lynch, Mr. Sosa was a member of the U.S. Air Force. During his time of service, he received two Air Force Commendation medals.
He earned his B.A. from the University of Maryland. He holds the Certified Investment Management Analyst® (CIMA®) designation.
Mr. Sosa is an active member of his local community. He currently serves on the board of the Archdiocese of Miami Catholic Community Foundation and is a member of its Investment Committee. Previously he served on the Board of Trustees of St. Philip’s Episcopal School for six years and was its Chairman for three. He also served as a board member for a local hospital, Pan American. He is past President of the local chapter of Legatus, a Catholic lay organization of business leaders in the South Florida community.
Mr. Sosa has a passion for fishing and has fished some of the best waters in the North and South America.
He and his wife, Sadie, have three children, Alex, Katina and Jacqueline.
Email:
Sachin Borde, CIMA®,CRPC®
Director – Senior Investment Advisor
Prior to joining Premia, Mr. Borde had been a Financial Advisor with Merrill Lynch Wealth Management for 17 years. He joined Merrill Lynch in 2005 and began working with the Managed Solutions Group in April 2007. He was a Wealth Management Specialist for 9 years. He visited Merrill offices in different states in North America and acted as a consultant to Merrill Financial Advisors.
He also holds CRPC® designation. The Chartered Retirement Planning Counselor , or CRPC® program, is a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement.” There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.
He lives in Key Biscayne, FL with his wife Puja, son Ahaan and daughter Aryana. He enjoys Cycling, travelling, fishing and gym.
Email:
Eddy Park
Client Relationship Manager
Eddy began his career in marketing and advertising. He worked in New York City for five years before launching his own import/export business, which he directed for ten years. Eddy earned a B.A. in Economics and a B.A. in English from the University of Pennsylvania.
Eddy lives in Doral, Florida. He is a motorcycling enthusiast, and an avid golf and basketball fan.
Email:
Daniel Rosales, CIMA®
Financial Planning Manager
Daniel began his career in engineering with Enel Distribution in Lima-Peru. He then moved to Boston where he joined Natixis Global Asset Management as an investment consultant, before relocating to Miami as Managing Regional Director for the distribution of Offshore Funds.
Daniel earned a bachelor’s degree in Electronic Engineering from Universidad Ricardo Palma in Lima-Peru. He also holds the Certified Investment Management Analyst® designation.
He lives in Coral Gables with his wife Veronica and their son Ian Daniel. He enjoys reading, playing tennis and running.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Email:
Vivian Velazquez
Risk, Ethics, and Compliance Advisor
She is a former SEC Branch Chief and senior NASD (now FINRA) Field Supervisor/Examiner. She previously held a key compliance role at a large insurance company in New York. She began her career as a registered representative. Ms. Velazquez is a Wharton School of Business Certified Regulatory and Compliance Professional (CRCP) and holds a B.B.A. in International Finance and Marketing from the University of Miami in Coral Gables, Florida.
Email:
Scott Welch
CIO – Model Portfolios, Wisdom Tree
Scott was formerly the Chief Investment Officer and Chair of the Investment Committee at Dynasty Financial Partners. Prior to joining Dynasty, Scott was a Co-Founder and former Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research, technology, and practice management solutions to RIAs and banks that targeted high net worth investors.
Prior to joining Fortigent and its predecessor RIA Lydian Wealth Management in 1998, Scott spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance, and derivatives. He is a frequent speaker on the topics of wealth management, portfolio management, and the macroeconomic and investment landscapes, and he is an award-winning author of numerous articles that have appeared in a variety of industry trade journals.
Scott holds the Certified Investment Management Analyst (CIMA®) designation and earned the Investment Strategist, Advanced Investment Strategist, and Alternative Investments Certificates from the Investments & Wealth Institute (IWI). Management.
He sits on the Board of Directors of the IWI, the Advisory Board of the ABA Wealth Management & Trust Conference, and the Editorial Advisory Boards of the Journal of Wealth Management and the IWI Investments & Wealth Monitor. Scott earned a Bachelor of Science in Mathematics from the University of California at Irvine and an MBA with a concentration in Finance from the University of Massachusetts at Amherst.
Email:
Our Process
Global 360 F.O.R.M.ula
Our process integrates wealth, debt, liquidity, cash flow, and estate management, together with financial planning. Each plan is unique. We spend time to understand and discover what your individual goals and desires are. We then design a customized program tailored to those needs, and through our proprietary process we can deploy your individual plan. Through constant adjustment and monitoring of critical life and financial events, we keep your plan on track.
The Global 360 F.O.R.M.ula process focuses on the “Three Ds”:
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• Discovery - What do you want to accomplish? - What is important to you? • Design - How will we get you there? - What services are the best fit for you? • Deploy - Financial and legacy planning - Product and risk assessment and fit - Ongoing, and continuous service - Building a lasting relationship |
We have also learned that we cannot be all things to all people, nor do we expect to be. We focus on a very specific FIT process that allows us to serve those clients for whom we are most suited for. Our Ideal clients are primarily successful families, executives, business owners and professionals, many of whom are striving to secure investment legacies, ensure income strategies that will secure comfortable active retirement or achieve a work optional lifestyle.
Premia Global Advisors and the Global 360 F.O.R.M.ula follow our proven process to help you achieve your goal of financial independence.
News/Commentary
Market Week: April 17, 2023
Investors spent much of last week contemplating the impact of the latest inflation data and the first batch of first-quarter bank earnings.
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Quarterly Market Review: January-March 2023
Wall Street proved resilient during the first quarter of the year, despite rising inflation, uncertainty about the Federal Reserve's actions, interest-rate hikes, and banking concerns. Inflationary data in January seemed to show inflation may have peaked, and the Fed would scale back its interest-rate hikes, if not cut them.
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Market Week: April 3, 2023
Equities closed the week and month higher. Stocks posted gains in four of the five sessions last week, with the Global Dow and the Russell 2000 leading the way
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Market Week: March 20, 2023
Stocks closed mostly higher during a volatile week. The Nasdaq and the S&P 500 led the benchmark indexes listed here, while the Dow, the Russell 2000, and the Global Dow declined in value.
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Market Week: March 13, 2023
Entering last week, investors were poised to review the latest employment data and its potential impact on the course of the Federal Reserve.
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Market Week: March 6, 2023
A late rally sent stocks higher by the end of last week. Each of the benchmark indexes listed here gained nearly 2.0%, with the Nasdaq climbing 2.6% to lead the way. The large caps of the Dow and S&P 500 also rallied at the end of the week and are above their respective 2022 year-end values.
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Market Month: February 2023
February saw stocks slide lower after posting solid gains to begin the year. Each of the benchmark indexes listed here retreated from their January totals, with the Dow falling the furthest, followed by the Global Dow, the S&P 500, the Russell 2000, and the Nasdaq.
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Market Week: February 27, 2023
Wall Street reacted negatively to hotter-than-expected inflation data at the end of last week. Each of the benchmark indexes listed here closed lower, with the Nasdaq falling more than 3.3%, while the remaining indexes suffered losses close to 3.0%.
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Market Week: February 21, 2023
Investors spent much of last week contemplating the impact of the latest inflation data and favorable economic reports.
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Market Week: February 13, 2023
Stocks dipped lower last week as investors mulled the direction of the economy as the Federal Reserve continued to increase interest rates, bolstered by January's strong labor report. With fourth-quarter corporate earnings reporting season nearing a close, fewer companies are topping profit expectations, which may be another indication of a slowing economy.
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Market Week: February 6, 2023
Just when investors saw a glimmer of hope that the Fed would soften its rate-hike policy, the January labor figures came out showing a massive job increase coupled with moderated wage growth.
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Market Month: January 2023
January proved to be a bumpy ride for investors, with stocks ultimately ending higher to begin the new year, despite concerns that the economy may be headed toward a significant slowdown or even a recession.
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Market Week: January 30, 2023
Wall Street ended last week higher on favorable inflation, economic, and corporate earnings data. Investors now must await the Federal Reserve's meeting this week to see whether the Fed will soften its policy of aggressive interest-rate hikes.
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Market Week: January 23, 2023
Last week saw stocks slide lower, despite a rally last Friday. Only the tech-heavy Nasdaq was able to post a gain among the benchmark indexes listed here. Throughout the week, investors had to balance data that showed inflation was waning with the impact rising interest rates may have on the economy.
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Market Week: January 17, 2023
Stocks advanced for the second week in a row to kick off 2023. Investors were encouraged by inflation data that showed prices slid lower in December.
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Market Week: January 9, 2023
Last Friday's rally helped drive stocks higher to end the first full week of January. Investors apparently saw a deceleration in November and December average hourly earnings (see jobs report below) as a sign that the aggressive monetary policy followed by the Federal Reserve may actually be slowing inflation.
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Annual Market Review 2022
The year 2022 may best be described by one word: inflation. The economies of the United States and the world were influenced by rising inflation, its causes, and the policies aimed at curtailing it. While
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Market Week: January 3, 2023
A late-week surge in dip buying wasn't enough to save stocks from closing the last week of 2022 in the red. Only the Russell 2000 and the Global Dow managed to eke out minimal gains.
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Market Week: December 19, 2022
Wall Street saw stocks end last week lower as investors worried that the Federal Reserve's push to slow rising inflation may lead the economy into a recession. Early in the week, investors were buoyed by softer-than-expected inflation data, which preceded the Fed's expected 50-basis-point interest-rate hike.
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Market Week: December 12, 2022
Stocks couldn't maintain momentum from the previous two weeks, ultimately closing last week in the red. The small caps of the Russell 2000 gave back over 5.0%, while the Nasdaq dropped 4.0%.
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Market Week: December 5, 2022
Wall Street extended its rally for the second consecutive week as each of the benchmark indexes listed here posted gains. As is most often the case lately, the market experienced plenty of volatility last week.
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Market Month: November 2022
A late rally at the end of the month helped push stocks higher in November, marking the second monthly advance in a row.
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Market Week: November 28, 2022
Wall Street ended the Thanksgiving week ahead of where it began, as each of the benchmark indexes listed here posted solid gains during a week of light trading.
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Market Week: November 21, 2022
Stocks fell last week following warnings from several Federal Reserve officials that more policy tightening was to come. Each
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Market Week: November 14, 2022
Stocks rebounded from a sluggish start to close last week higher. Investors continued to rally behind equities on the hope that last week's soft inflation data will prompt the Federal Reserve to curtail its interest-rate hikes.
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Market Week: November 7, 2022
Despite a late-week rally, stocks closed lower last week. Investors continued to try to assess the plethora of mixed data and its impact on the economy.
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Market Month: October 2022
October saw stocks close higher, the first monthly gain since July. Investors were encouraged by hopes that the Federal Reserve will pull back from its aggressive interest-rate hike policy.
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Market Week: October 31, 2022
Wall Street continued its weekly rally last week, with each of the benchmark indexes listed here posting solid gains.
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Market Week: October 24, 2022
Wall Street enjoyed a notable surge last week, as investors clung to hopes the Federal Reserve may consider scaling back its aggressive policy stance against rising inflation.
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Market Week: October 17, 2022
Wall Street closed generally lower last week, with only the Dow able to garner a gain. The latest data showed inflation is stubbornly rising, which could lead to more hawkish rate hikes from the Federal Reserve.
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Market Week: October 10, 2022
Market gains early last week were enough to outpace declines later, as stocks enjoyed their best weekly gains in a month. The Russell 2000, the Dow, and the Global Dow paced the benchmark indexes listed here.
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Quarterly Market Review: July-September 2022
The ramifications of stamping down rising inflation dominated the markets in the third quarter. Investors weighed the balance between an aggressive government policy aimed at curbing price pressures against the possibility of those very policies leading to an economic recession.
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Market Week: October 3, 2022
Wall Street ended a very tepid month of September on a downswing. Each of the benchmark indexes listed here lost value last week, as investors continued to worry about the impact the Federal Reserve policies will have on the economy.
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Market Week: September 26, 2022
Investors endured their second harrowing week in a row as the Federal Reserve continued to raise interest rates aggressively to combat inflation.
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Market Week: September 19, 2022
Inflation is still rising, albeit at a slower pace, according to the latest data out last week. This will likely support further interest-rate increases from the Federal Reserve and worries of a resulting economic recession.
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Market Week: September 12, 2022
Are investors accepting the Federal Reserve's hawkish path to reduce inflation? Last week's market performance may lend credence to that possibility, as each of the benchmark indexes listed here posted solid gains, reversing three weeks of losses.
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How Advisors Help Farmers Sow the Seeds of Future Growth
Conversations around soybeans, corn, and cattle don’t typically come up in the day-to-day lives of most financial advisors. But they are run-of-the-mill for advisors who work with farmers.
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Market Week: September 6, 2022
Equities suffered losses for the third consecutive week, as investors anticipated continued aggressive moves by the Federal Reserve to combat inflation.
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Market Month: August 2022
Through the first half of August, the stock market continued to ride July's rally. Including the first two weeks of August, stocks had posted four consecutive weekly gains — the longest weekly rally of 2022.
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Market Week: August 29, 2022
Despite evidence that inflation may be slowing, the central bank is committed to fighting inflation, according to last Friday's speech from Federal Reserve Chair Jerome Powell.
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Market Week: August 22, 2022
The four-week rally for stocks came to an end last week. Investors turned cautious after Fed officials continued to support more interest-rate hikes.
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Market Week: August 15, 2022
The stock market posted its fourth straight weekly advance, the longest consecutive weekly rally of 2022.
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Market Week: August 8, 2022
Stocks closed last week generally higher. A surprisingly strong labor report for July helped alleviate recession fears, but opened the door to more interest-rate hikes from the Federal Reserve as it continues to slow inflation.
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Market Month: July 2022
July saw the stock market ebb and flow throughout the month. Sometimes the market reacted in response to news of some sort.
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Market Week: August 1, 2022
Positive economic news and corporate earnings data helped drive stocks higher last week. Although the Federal Reserve hiked interest rates another 75 basis points, investors may expect subsequent rate increases to be no more than 75 basis points, with the possibility of a slowdown in rate hikes in the not-too-distant future.
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Market Week: July 25, 2022
Stocks ended last week in the black, with the market posting its best week in a month.
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Market Week: July 18, 2022
Despite a late-week rally, stocks ended last week lower. A strong retail sales report for June showed continued economic strength, even in the face of rising inflation and concerns over an economic recession.
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Market Week: July 11, 2022
Last Friday's strong jobs report may have alleviated fears of a recession for the time being, but it also likely supported a more aggressive response from the Federal Reserve as it tries to dampen rising inflation.
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Market Week: July 5, 2022
Despite an end-of-week surge, stocks closed last week lower. Recession fears resulted in traders moving to bonds, driving prices higher and yields lower. A
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Quarterly Market Review: April-June 2022
For the first time since 2015, each of the benchmark indexes lost value for two consecutive quarters.
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Market Week: June 27, 2022
The stock and bond markets were closed last Monday to observe the Juneteenth federal holiday. Then, after three weeks of bruising losses, stocks rebounded over the next four days to deliver solid gains.
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Market Week: June 21, 2022
Last week was marked by volatility. Stocks experienced brief rallies throughout the week, but not enough to overcome corresponding troughs that ultimately dragged the major benchmark indexes lower.
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Market Week: June 13, 2022
U.S. stocks tumbled with their biggest losses in three weeks, and Treasury yields rose by 20 basis points as inflation continued to push higher.
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5 Key Questions For Advisors Who Work With Offshore Clients
Americans living abroad and non-U.S. residents with stateside investments likely have different wealth management needs and priorities than most U.S.-based advisory clients.
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Advising Clients Who Choose To Live Outside The US
Just because a client wants to live somewhere doesn't mean they really should. The number of Americans living abroad is rising.
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Market Week: June 6, 2022
Investors swallowed modest losses last week as the stock market served up another disappointing performance. Each of the benchmark indexes listed here lost value, with the S&P 500 declining 1.2%, the Nasdaq pulling back 1.0%, and the Dow falling 0.9%.
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Market Month: May 2022
May was a volatile month for Wall Street. Stocks began May where April ended, with losses. In fact, it wasn't until the last week of May that stocks posted gains.
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Market Week: May 31, 2022
Stocks closed higher last week, ending a seven-week slide. More upbeat corporate news and favorable economic data helped quell investor angst, at least temporarily.
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Market Week: May 23, 2022
In another volatile week of trading, stocks fell for the seventh consecutive week. A late-day surge last Friday kept the S&P 500 out of bear territory, but not enough to keep it out of the red for the week.
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Market Review: May 16, 2022
Despite a late-week rally, stocks closed last week lower, extending the market's streak of losses to six consecutive weeks. In what proved to be a very choppy week of trading, each of the benchmark indexes lost value, led by the Nasdaq, which is down over 24.0% so far this year.
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Market Review: May 9, 2022
Stocks ended last week lower, marking the fifth consecutive week of losses. Despite suggestions from Federal Reserve Chair Jerome Powell that the central bank is not likely to raise interest rates by 75 basis points, stubbornly high inflation has set the Fed on a path of quantitative tightening and interest-rate advances that presents a risk to economic growth.
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Market Month Review: April 2022
April saw rising COVID cases in China prompt the shutdown of some of its biggest cities, causing global supply-chain issues. The ongoing war in Ukraine continues to exacerbate pressure on food and energy prices.
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Market Review: May 2, 2022
The markets seemed to react with fear last week. The major indexes fell, with about 90% of S&P 500 stocks losing ground and every major market sector closing in the red.
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Market Week: April 25, 2022
Wall Street closed lower last week as investors weighed mixed earnings data against increased certainty of aggressive interest rate hikes by the Federal Reserve.
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Market Week: April 18, 2022
Stocks ended last week mostly lower. Each of the benchmark indexes listed here closed down during the holiday-shortened week, as Wall Street was closed in observance of Good Friday.
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How To Make It In International Wealth Management
I’ve been in the industry for close to 40 years and, over that time, gained experience both as an employee and as an independent. There have been some bumps along the road, but I still remember the day I got my first role as an international advisor at Merrill Lynch. This is what I wished I’d been told when I started out in the business.
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Market Week: April 11, 2022
Stocks lost value last week as each of the benchmark indexes listed here finished lower. The Nasdaq and the Russell 2000 were hit the hardest, followed by the Global Dow, the S&P 500, and the Dow
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Market Week: April 4, 2022
Stocks closed generally higher last week, with only the Dow failing to post a gain. As has been the case since the end of February, investors have had to weigh the impact of the Russia-Ukraine war on the economy in general and inflation in particular.
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Quarterly Market Review: January-March 2022
Wall Street dealt with several major issues in the first quarter of 2022. Investors had to evaluate the impact of rising inflation,
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Market Review: March 28, 2022
Wall Street closed higher for the second consecutive week, despite several days where stock values seesawed. The tech-heavy Nasdaq led the gainers, followed by the S&P 500, the Global Dow, and the Dow.
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Market Review: March 21, 2022
Wall Street rebounded last week, enjoying its best weekly performance since November 2020. The Nasdaq advanced more than 8.0% as tech shares climbed higher. The S&P 500 rose more than 6.0%, posting its first weekly gain in three weeks.
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Market Review: March 14, 2022
Each of the benchmark indexes listed here closed lower for the second straight week. The war in Ukraine continued, with Ukraine's top diplomat indicating he saw no progress in talks with Russia.
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Market Review : March 7, 2022
Wall Street was hit hard last week as traders moved from stocks to bonds and gold. Each of the benchmark indexes listed here lost value, with the Global Dow dropping more than 4.0% and the Nasdaq declining nearly 3.0%.
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Market Month Review: February 2022
Wall Street opened the month on a high note, with each of the benchmark indexes advancing. A stronger-than-expected jobs report and solid fourth-quarter corporate earnings data helped support equities.
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Market Week: February 28, 2022
Stocks closed mostly higher last week, despite a tumultuous week with the Russian invasion of Ukraine. Of the benchmark indexes listed here, only the Dow and the Global Dow closed the week in the red.
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The Path To Independence
In a recent interview with Citywire, our founder Miguel Sosa, CIMA®, was asked to discuss his experience in transitioning to an Independent Financial Advisor.
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Market Review: February 21, 2022
Last week, Wall Street reacted to the ongoing Russia-Ukraine conflict by moving from stocks to bonds, the dollar, and gold. Investors were faced with rising fears that a Russian invasion of the Ukraine will engulf Europe and the United States, worsen global supply bottlenecks, and further accelerate inflation.
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Market Week: February 14, 2022
The major benchmark indexes closed last week lower. Rising tensions over the Russia-Ukraine situation coupled with rising inflation made investors a bit skittish towards stocks.
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Market Week: February 7, 2022
Last week was notable for a stronger-than-expected jobs report and mixed fourth-quarter earnings data. Stock values rose and fell throughout the week, ultimately closing higher.
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Market Month Review: January 2022
Stocks ended January lower as investors dealt with concerns over inflation, the prospects of rising interest rates, and the pace of global economic recovery.
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Market Review: January 31, 2022
A very turbulent week, marked by volatility, ended with a robust finish. Last Friday's gains were enough to push several of the benchmark indexes higher by the end of the week.
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Annual Market Review 2021
The year 2021 was one of extreme change. January saw the inauguration of President Joe Biden, but not before protesters sieged the United States Capitol.
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Miguel Sosa joins Financial Advisor IQ Leadership Council
We are proud to announce our founder and CEO, Miguel Sosa has been selected to be appointed to the Financial Advisor IQ Leadership Council.
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Market Review: November 2021
Stocks ended November generally lower, with only the Nasdaq able to eke out a gain. The Global Dow and the Russell 2000 each lost more than 4.25%. The Dow fell 3.7% and the S&P 500 dropped 0.8%. The Nasdaq gained 0.3%.
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Market Month Review: October 2021
October proved to be one of the best months for equities in 2021, with each of the benchmark indexes listed here enjoying solid gains. The S&P 500 had its best month since November 2020. The Nasdaq picked up over 7.25%, the largest monthly advance in more than a year.
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Quarterly Market Review: July-September 2021
Overall, the third quarter was a roller-coaster ride for the market. The Dow, the Russell 2000, the Nasdaq, and the Global Dow lost value, while the S&P 500 was able to eke out a quarterly gain.
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Market Month Review : August 2021
The benchmark indexes enjoyed a solid August, with the S&P 500 and the Nasdaq reaching record highs multiple times during the month.
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Market Review: August 23, 2021
Stocks closed the week lower over concerns about the pace of global economic growth. China, the world's second-largest economy, saw retail sales and industrial production slow as that country tries to contain the fallout from the latest resurgence in COVID cases.
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Market Month: July 2021
Stocks closed generally higher in July, despite a downturn at the end of the month. Second-quarter corporate earnings data was generally strong, although some megacap companies posted weaker-than-expected earnings results.
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The Rise of Video During COVID-19
The pandemic single handedly turned video from a luxury to a necessity overnight.
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Quarterly Market Review: April-June 2021
The second quarter began with stocks making solid gains in April. COVID vaccines became available to more Americans. The federal government and several states pushed forward with reopening after relaxing many of pandemic-related constraints
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Market Month: May 2021
Stocks were volatile in May, likely a reflection of strength in the U.S. economy as well as concerns about inflation and the timing of when the Federal Reserve might begin to taper its accommodative policies.
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Market Month: April 2021
Stocks climbed higher in April on the heels of strong first-quarter corporate earnings reports and encouraging employment data. Vaccine distributions increased and several states relaxed COVID-related restrictions. More stimulus checks were given out, which encouraged consumer spending.
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Quarterly Market Review: January-March 2021
As we closed out 2020, the overwhelming sentiment entering January was that it couldn't get much worse. Unfortunately, January did not start out on a high note.
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Market Month: February 2021
February began on a high note as investors drew encouragement from strong fourth-quarter earnings reports and encouraging employment data. However, news was not all positive.
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Market Month: January 2021
Stocks were able to weather the storm of events that occurred throughout January, despite investors having numerous reasons to move away from equities.
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Annual Market Review 2020
Over the past 12 months, we have endured a global pandemic resulting in numerous deaths and hospitalizations, mass layoffs, a sinking economy, and a contentious presidential election
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