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  • Sofka Wealth Management
    159 Crocker Park Blvd Ste 390 Westlake, OH 44145 O: +1.440.471.6367
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June review: Markets remain resilient amid oil and inflation uncertainty
6/30/2026
June saw strong market fundamentals once again in conflict with macroeconomic uncertainties, creating a choppy market.
Markets & Investing
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Read
Watch Video
Three market dynamics shaping the second half of 2026
6/29/2026
Raymond James Chief Investment Officer Larry Adam shares three market dynamics shaping the second half of 2026.
Markets & Investing
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
Read
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Read
Dollars and sense: Teaching financial literacy early pays off
Discover money lessons that set children up for success.
Family & Lifestyle
Read
Federal Reserve press conference: Lots to unpack, but inflation is not a choice
6/18/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle

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Sofka Wealth Management of Raymond JamesSofka Wealth Management of Raymond James
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  • Sofka Wealth Management
  • 159 Crocker Park Blvd Ste 390 Westlake, OH 44145
  • O: +1.440.471.6367
  • Map & Directions
  • Map & Directions

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