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 | Jul 15, 2024 | Investment Management
The US economy slowed in the first half of the year with GDP growing at about 1.4%, while the S&P 500 gained 15.29% and the US Aggregate Bond index was down .71%. Approximately 34% of the gains in the S&P 500 YTD came from NVIDIA stock alone. Inflation...
by sochafinancial | Apr 17, 2024 | Investment Management
The US economy and risk assets generally continued to perform well in the first quarter, while core fixed income underperformed as interest rates rose marginally. This strength fell on the back of a strong and better than expected 2023. The S&P 500 was up 10% in...
by sochafinancial | Jan 29, 2024 | Informational, Investment Management
Happy New Year to you and your loved ones from all of us at Socha Financial Group. Last year turned out to be a better year for the markets and the economy than nearly everyone expected. Most market forecasters predicted the S&P 500 would end the year where it...
by sochafinancial | Dec 1, 2023 | Investment Management
The Consumer Price Index (CPI) went unchanged in October and is up 3.2% year-over-year. This was below the consensus estimate and the markets celebrated with the S&P 500 gaining 1.91% and the Bloomberg US Aggregate Bond Index rising 1.19% on November 14th, the day...
by sochafinancial | Oct 17, 2023 | Investment Management
At the beginning of the year, most economic forecasters predicted the US would be in or entering a recession by now. Instead, the US economy was very strong in the third quarter with the Atlanta FED GDPNow forecast estimating 4.9% real GDP growth. This strong growth...
