by sochafinancial | Sep 22, 2022 | Educational
It’s easy to get a bit mixed up by the many parts and features of Medicare. This lets you see, at a glance, the major coverage options, called parts, and some of their more significant aspects. Use it to help you think about what level and combination of coverage...
by sochafinancial | Jul 14, 2022 | Educational, Investment Management
The second quarter was beset with continued weakness in the markets and a deterioration of sentiment and consumer confidence. The S&P 500 entered a bear market with a 23% drawdown, while the NASDAQ 100 fell 33%. The yield on the 10-Year treasury spiked to 3.43%...
by sochafinancial | Apr 18, 2022 | Educational
In our 2021-year end commentary we wrote about how we expected more volatility in the equity market and a difficult year ahead for bonds as fiscal stimulus declines and monetary policy begins to tighten. However, we did not expect a stock market correction to begin...
by sochafinancial | Mar 30, 2022 | Educational
Changing your investment mix can backfire. Consider three hypothetical investors, who took three different paths. As shown in the chart below, each had a 50% stock/50% bond portfolio during the downturn that ended in March 2009. One held tight and maintained the same...
