by sochafinancial | Apr 28, 2023 | Investment Management, SFG
The first quarter began with better-than-expected economic conditions and healthy returns in the stock and bond markets. This economic strength then turned from a positive attribute for the market to a negative as the bond market began pricing in more interest rate...
by sochafinancial | Apr 14, 2023 | Educational
Inflation is on a downward trend, but the question is whether and when it will come down to the FED’s 2% target. With so many moving parts – the future of inflation can be uncertain. What we do know… Inflation has been the underlying issue that caused the...
by sochafinancial | Mar 29, 2023 | Educational
Are you considering a Roth Conversion? If so, you may have heard how it can help give you more control over your taxable income in retirement. What exactly is a Roth Conversion? A Roth Conversion involves transferring retirement funds from a traditional-type IRA or...
by sochafinancial | Mar 16, 2023 | Educational
Volatile markets: Don’t rely on headlines for guidance on when to invest Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. Their thinking might go something like, let’s wait until it’s over, hoping to catch the...
by sochafinancial | Feb 1, 2023 | Informational
Black History Month is a time of celebration and recognition of the history, achievements, and influence of the Black community. While we hope this spirit of recognition isn’t limited to one month, we wanted to take this opportunity to honor a few of the many lives...
