by sochafinancial | Jul 19, 2023 | Investment Management
The economy and the markets proved to be more resilient than nearly everyone anticipated in the second quarter. The economic data has been surprising to the upside with the Citi Economic Surprise index nearing the highs of its historical range. While we still expect...
by sochafinancial | Apr 28, 2023 | Investment Management, SFG
The first quarter began with better-than-expected economic conditions and healthy returns in the stock and bond markets. This economic strength then turned from a positive attribute for the market to a negative as the bond market began pricing in more interest rate...
by sochafinancial | Jan 20, 2023 | Investment Management
Now that 2022 has come to an end, we can reflect on what happened and what we may be able to expect in the year ahead. The year started off with a fed funds rate of 0% – .25% and the expectation the Federal Reserve (FED) would raise it to .75% – 1% by year...
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%...
