by sochafinancial | Apr 17, 2024 | Investment Management
The US economy and risk assets generally continued to perform well in the first quarter, while core fixed income underperformed as interest rates rose marginally. This strength fell on the back of a strong and better than expected 2023. The S&P 500 was up 10% in...
by sochafinancial | Mar 17, 2024 | Tax
A number of tax audits result from preventable mistakes. Even if you hire a professional to prepare your taxes, the accuracy of your filing ultimately falls on your shoulders. Here are the five most common audit red flags—and what to do to avoid them:...
by sochafinancial | Jan 29, 2024 | Informational, Investment Management
Happy New Year to you and your loved ones from all of us at Socha Financial Group. Last year turned out to be a better year for the markets and the economy than nearly everyone expected. Most market forecasters predicted the S&P 500 would end the year where it...
by sochafinancial | Dec 19, 2023 | Informational
The Federal Open Market Committee (FOMC), a body of the Federal Reserve System – holds eight regularly scheduled meetings during the year. At each meeting, the committee discusses the outlook for the U.S. economy and monetary policy options. 2024 FOMC Meeting...
by sochafinancial | Dec 1, 2023 | Investment Management
The Consumer Price Index (CPI) went unchanged in October and is up 3.2% year-over-year. This was below the consensus estimate and the markets celebrated with the S&P 500 gaining 1.91% and the Bloomberg US Aggregate Bond Index rising 1.19% on November 14th, the day...
