by sochafinancial | Jul 23, 2025 | Investment Management
The S&P 500 was up 10.78% for the quarter despite the 11.25% sell-off in April. The S&P 500 achieved an all-time high by the end of the second quarter with a year-to-date performance of 6.54%. The aggregate bond index was up 1.28%. The aggregate bond index...
by sochafinancial | Jun 26, 2025 | SFG
Financial planning is a skill that will serve your child well for years to come. As high school comes to an end, a new chapter of life awaits high school seniors. It’s an exciting and transformative time, but it also brings about new responsibilities and financial...
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...
