by sochafinancial | Oct 16, 2024 | Investment Management
Autumn is fully upon us and as we look forward to the final quarter of 2024, we hope that you and your loved ones are well. Since the beginning of 2022, the S&P 500 is up 25% for an annualized rate of return of 8.4%, which is roughly the long-term historical...
by sochafinancial | Aug 13, 2024 | Educational
Developing a healthy relationship with money plays a crucial role in achieving financial stability and overall well-being. No matter how much you make, cultivating your money mindset can help you make informed decisions that align with your goals and values. Transform...
by sochafinancial | Jul 15, 2024 | Investment Management
The US economy slowed in the first half of the year with GDP growing at about 1.4%, while the S&P 500 gained 15.29% and the US Aggregate Bond index was down .71%. Approximately 34% of the gains in the S&P 500 YTD came from NVIDIA stock alone. Inflation...
by sochafinancial | Jun 15, 2024 | Informational
Fatherhood is a journey marked by love, dedication, and inspiration, shaping futures with every step. Today, let’s celebrate this special bond with Dad while also being mindful of our spending! What are some budget-friendly ways to celebrate Dad? Homemade gifts:...
by sochafinancial | Jun 15, 2024 | SFG
We had the privilege of attending the 10th annual Inspire Dinner Fundraiser! Fund for Women of the Southern Tier hosted a spectacular evening at the Corning Museum of Glass, featuring the amazing Dottie Pepper. We were deeply inspired by the stories shared, the...
