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 | 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...
by sochafinancial | May 16, 2024 | Informational
Volatile financial markets, events in your life, and even regular investment reviews can prompt you to wonder why we rebalance your portfolio. After all, if your strongest-performing assets account for a larger portion of your holdings, why not let them ride? It all...
