Insights and reflections to support your financial growth

2023 First Quarter Commentary

2023 First Quarter Commentary

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...

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What we know about inflation in 2023

What we know about inflation in 2023

Inflation is on a downward trend, but the question is whether and when it will come down to the FED’s 2% target. With so many moving parts - the future of inflation can be uncertain. What we do know... Inflation has been the underlying issue that caused the FED, and...

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Are you considering a Roth Conversion?

Are you considering a Roth Conversion?

Are you considering a Roth Conversion? If so, you may have heard how it can help give you more control over your taxable income in retirement. What exactly is a Roth Conversion? A Roth Conversion involves transferring retirement funds from a traditional-type IRA or...

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Celebrating Black History Month

Celebrating Black History Month

Black History Month is a time of celebration and recognition of the history, achievements, and influence of the Black community. While we hope this spirit of recognition isn’t limited to one month, we wanted to take this opportunity to honor a few of the many lives...

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Blue Moon Ball 2023

Blue Moon Ball 2023

Congratulations to the Corning Children’s Center for hosting such a beautiful event. The Blue Moon Ball Fundraising Gala was magical. Between the decorations, music and hors d’oeuvres, the attention to detail was impeccable. Our Socha Team had so much fun getting...

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