by sochafinancial | Apr 28, 2026 | Investment Management
The first quarter of 2026 was marked by heightened volatility driven by geopolitical developments that unfolded more abruptly than anticipated. Equity markets declined during the period, with the S&P 500 down 4.37%. A significant driver of market weakness was the...
by sochafinancial | Jan 20, 2026 | Investment Management
As 2025 concludes, the entire Socha Financial Group Team extends our sincere gratitude for your continued partnership and trust. We look forward to our continued work together in the year ahead. Market Recap 2025 was a solid year for Socha Financial Group’s...
by sochafinancial | Oct 14, 2025 | Investment Management, SFG
Despite the economic uncertainty over the past 12 months, the S&P 500 still posted a strong 17.51% gain. As a market cap-weighted index, its performance was driven by tech giants like Apple, Microsoft, Amazon, and Google. In contrast, the equal-weighted S&P...
by sochafinancial | Jul 23, 2025 | Investment Management
The S&P 500 was up 10.78% for the quarter despite the 11.25% sell-off in April. The S&P 500 achieved an all-time high by the end of the second quarter with a year-to-date performance of 6.54%. The aggregate bond index was up 1.28%. The aggregate bond index...
by sochafinancial | Apr 15, 2025 | Investment Management
It is hard to believe the first quarter of 2025 has ended. The year started with record highs in the market and the S&P 500 ended the quarter down -4.27%. However, with the announcement on tariffs on Wednesday, March 2nd, the S&P 500 was down another -10.76%...
by sochafinancial | Apr 9, 2025 | Investment Management
Your portfolio may be designed to give you the best chance of achieving your financial goals. Unfortunately, the market doesnt care about your risk tolerance or your goals. THE MARKET HAS A MIND OF ITS OWN A key characteristic of a well-designed financial plan is the...
