Fourth Quarter Commentary 2024

Fourth Quarter Commentary 2024

The Socha Financial Group team expresses our gratitude for your continued trust throughout the past year.  We aspire to continued improvements and providing you with exceptional service and guidance in the coming year.  We truly wish everyone a New Year of personal...
Third Quarter Commentary

Third Quarter Commentary

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...
Market & Economic Insight

Market & Economic Insight

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...