Sweeney & Michel, LLC | Chico, CA
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Fees & ServicesOur TeamBlog & CommentaryContact Us
Sweeney & Michel, LLC | Chico, CA
Financial Planning & Investment Management

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Sweeney & Michel Blog

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The Summer 2019 Newsletter Is Here
The Summer 2019 Newsletter Is Here
Joe SweeneyAugust 6, 2019
Today Was Our Last Day at Asset Management Group
Today Was Our Last Day at Asset Management Group
Joe SweeneyJuly 15, 2019
Community Involvement: Chico's Salvation Army Community Center Grand Opening
Community Involvement: Chico's Salvation Army Community Center Grand Opening
Our TeamJoe SweeneyJuly 2, 2019
Preparing for Retirement Series: The Final Months Until Retirement
Preparing for Retirement Series: The Final Months Until Retirement

You plan to retire within a year: How do you adjust?

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Joe SweeneyJune 5, 2019
Preparing for Retirement Series: Educating Yourself (5 Years From Retirement)
Preparing for Retirement Series: Educating Yourself (5 Years From Retirement)

Strategizing Social Security, Medicare, and Portfolio Draws can be critical

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Joe SweeneyJune 5, 2019
Preparing for Retirement Series: Serious Checkup (10 Years from Retirement)
Preparing for Retirement Series: Serious Checkup (10 Years from Retirement)

With less time on your side, it’s time to assess your risk level and savings rates

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Joe SweeneyJune 5, 2019
Preparing for Retirement Series: Sandwich Generation (20 years from Retirement)
Preparing for Retirement Series: Sandwich Generation (20 years from Retirement)

Caring for yourself, parents and children can be a tough act to balance

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Joe SweeneyJune 5, 2019
Preparing for Retirement Series: Youth (40 Years From Retirement)
Preparing for Retirement Series: Youth (40 Years From Retirement)

Young investors have the most powerful investment tool: Time

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Joe SweeneyJune 5, 2019
Preparing for Retirement Series: Preface & Crashes Along the Way
Preparing for Retirement Series: Preface & Crashes Along the Way

You know you’re working hard and one day you’ll retire. But what should you be planning on and expecting along the way?

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Joe SweeneyMay 22, 2019Sweeney & Michel, LLC
How do you know it's time for the big talk with aging parents?
How do you know it's time for the big talk with aging parents?

Speaking with your parents about the legal, medical, and financial issues associated with aging can be uncomfortable for all parties involved. We would like to offer a few suggestions

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Joe SweeneyMay 21, 2019
Community Involvement: Renee @ Adopt-A-Legislator Day at the Capital
Community Involvement: Renee @ Adopt-A-Legislator Day at the Capital

Did you know that California is the top US state for cash farm receipts, accounting for over 13 percent of the nation's total agricultural value?

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Joe SweeneyMay 9, 2019
Within 3 Years, CA Business Owners Who Don't Act May Be Fined $250 Per Employee
Within 3 Years, CA Business Owners Who Don't Act May Be Fined $250 Per Employee

Offering the program is required for California companies that employ 5 or more people (including part-time employees). Businesses are subject to steep penalties for non-compliance.

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Joe SweeneyMay 9, 2019
Avoiding Financial Fraud Online- First Steps
Avoiding Financial Fraud Online- First Steps

As more commerce moves to digital mediums, so have the criminals. There were more than 300,000 internet crime complaints in 2017, with reported losses of more than $1.4 billion

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Joe SweeneyMay 6, 2019
Picking Your Investment Strategy is Just the Start
Picking Your Investment Strategy is Just the Start

“Today there are around 4,000 stocks that trade on major exchanges, and over 22,000 ways to invest in them…”

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Joe SweeneyApril 25, 2019
Community Involvement: CWA Steak and Prawn Dinner!
Community Involvement: CWA Steak and Prawn Dinner!

2019 California Women for Ag Steak and Prawn Dinner!

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Joe SweeneyApril 4, 2019
The New Breed of Advisors Who Work Only For Their Clients
The New Breed of Advisors Who Work Only For Their Clients

“If the investor doesn’t win, everyone else in the process has failed”

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Joe SweeneyApril 3, 2019
Avoiding Financial Fraud- What is Phishing?
Avoiding Financial Fraud- What is Phishing?
Joe SweeneyMarch 22, 2019
Are you crowdfunding your college savings account?
Are you crowdfunding your college savings account?

Saving for college can be a team sport! Read on ways to get family and friends involved in saving for your kids’ future

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Joe SweeneyMarch 12, 2019
Avoiding Financial Fraud- What is a Ponzi Scheme?
Avoiding Financial Fraud- What is a Ponzi Scheme?

Ponzi Schemes- the history behind them and common red flags investors should look for

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Joe SweeneyMarch 6, 2019Fraud, Money, Theft, Ponzi Scheme, Security, Madoff
INFOGRAPH- What's the difference between an IRA and a 401(k)? What are the 2019 limits?
INFOGRAPH- What's the difference between an IRA and a 401(k)? What are the 2019 limits?

Differences between an IRA, Roth IRA and 401(k) explained in 2 minutes

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Joe SweeneyMarch 6, 2019IRA, 401(k), Roth IRA, Retirement, Financial Planning
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Minimizing Taxes
Minimizing Taxes
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Retirement
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Estates & Inheritance
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Businesses & Non-profits
Investing
Investing
Divorce
Divorce
Getting Financially Organized
Getting Financially Organized
Charitable Giving
Charitable Giving
Sweeney & Michel, LLC
2452 Lakewest Drive,
Chico, CA, 95928,
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Sweeney & Michel, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sweeney & Michel, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sweeney & Michel, LLC unless a client service agreement is in place.

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