Insights and reflections to support your financial growth.
2022 First Quarter Commentary
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...
Stick with your plan…even when the market gets sticky
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...
2021 Tax Filing Season: Important Things to Know
It's that time of year again. The 2021 tax filing season has arrived! Important things to know Tax filing deadline: Monday - April 18, 2022 Third Economic Impact Payment: The IRS will send letter 6475 in early 2022 confirming the total amount of any Economic Payment...
2021 Fourth Quarter Commentary
Happy New Year to you and your loved ones. This new year marks the end of the second year of learning to live with COVID and the year ahead is likely to look different than the last; both in the markets and in everyday life. 2021 was a year in which equities had above...
2021 Holiday Dinner
It was a fun night out at The Quincy Exchange to celebrate the holidays together. We finally had some quality time with our Socha Financial Group family! It is always special when we get to relax and enjoy each other’s company.
2021 Third Quarter Commentary
The third quarter was a positive one for the markets, even though economic growth slowed due to the spread of the Delta variant, global supply constraints and labor shortages. The Delta wave of COVID appears to have peaked in early-mid September and cases are now...