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...
by sochafinancial | Apr 25, 2024 | Educational
Laying the foundation for a bright financial future starts with our little ones. Educating our children to save fosters a lifelong understanding of financial responsibility. Here are some tips to help build money wisdom in our children: Lead by example: Children are...
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 | 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...
