Insights and reflections to support your financial growth
How A Financial Plan Helps You Endure Market Volatility
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...
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
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...
Mastering Money Mindsets
Developing a healthy relationship with money plays a crucial role in achieving financial stability and overall well-being. No matter how much you make, cultivating your money mindset can help you make informed decisions that align with your goals and values. Transform...
Second Quarter Commentary
The US economy slowed in the first half of the year with GDP growing at about 1.4%, while the S&P 500 gained 15.29% and the US Aggregate Bond index was down .71%. Approximately 34% of the gains in the S&P 500 YTD came from NVIDIA stock alone. Inflation...
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...