Insights and reflections to support your financial growth

Celebrate Dad With These Budget-Friendly Tips

Celebrate Dad With These Budget-Friendly Tips

Fatherhood is a journey marked by love, dedication, and inspiration, shaping futures with every step. Today, let's celebrate this special bond with Dad while also being mindful of our spending! What are some budget-friendly ways to celebrate Dad? Homemade gifts: Get...

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How Rebalancing Can Reduce Your Risk

How Rebalancing Can Reduce Your Risk

Volatile financial markets, events in your life, and even regular investment reviews can prompt you to wonder why we rebalance your portfolio. After all, if your strongest-performing assets account for a larger portion of your holdings, why not let them ride? It all...

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Building money wisdom in little savers!

Building money wisdom in little savers!

Laying the foundation for a bright financial future starts with our little ones. Educating our children to save fosters a lifelong understanding of financial responsibility. Here are some tips to help build money wisdom in our children: Lead by example: Children are...

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2024 First Quarter Commentary

2024 First Quarter Commentary

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...

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How to Minimize the Risk of an IRS Audit

How to Minimize the Risk of an IRS Audit

A number of tax audits result from preventable mistakes. Even if you hire a professional to prepare your taxes, the accuracy of your filing ultimately falls on your shoulders. Here are the five most common audit red flags—and what to do to avoid them:...

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2023 Fourth Quarter Commentary

2023 Fourth Quarter Commentary

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...

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