by sochafinancial | Jun 5, 2025 | SFG
Each year, we visit a doctor – not because we’re sick, but to make sure we’re not. Preventive care detects early issues and provides confidence that we’re on track. The same principle applies to your financial life. An annual financial review is your fiscal physical:...
by sochafinancial | Apr 15, 2025 | Investment Management
It is hard to believe the first quarter of 2025 has ended. The year started with record highs in the market and the S&P 500 ended the quarter down -4.27%. However, with the announcement on tariffs on Wednesday, March 2nd, the S&P 500 was down another -10.76%...
by sochafinancial | Apr 9, 2025 | Investment Management
Your portfolio may be designed to give you the best chance of achieving your financial goals. Unfortunately, the market doesnt care about your risk tolerance or your goals. THE MARKET HAS A MIND OF ITS OWN A key characteristic of a well-designed financial plan is the...
by sochafinancial | Jan 21, 2025 | Investment Management
The Socha Financial Group team expresses our gratitude for your continued trust throughout the past year. We aspire to continued improvements and providing you with exceptional service and guidance in the coming year. We truly wish everyone a New Year of personal...
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...
