Sweeney & Michel, LLC | Chico, CA
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Sweeney & Michel, LLC | Chico, CA
Financial Planning & Investment Management

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The Boys’ and Girls' Guide to Excess in 2021
The Boys’ and Girls' Guide to Excess in 2021

Move over Bitcoin, collectibles are the new kid in class and are taking the investment world by storm. Crypto, NFT's, Topshot, Wine, sports cards, classic cars, and art are all exploding…

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Joe SweeneyFebruary 28, 2021Sweeney & Michel, LLC
Lessons Learned About People and Money in My First Decade As a Financial Advisor
Lessons Learned About People and Money in My First Decade As a Financial Advisor

You learn more about human nature than you’ve ever dreamed when studying securities laws from the 1940s

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Joe SweeneyFebruary 24, 2021Sweeney & Michel, LLC
These Stock Prices Are Crazy, Right? Not So Fast
These Stock Prices Are Crazy, Right? Not So Fast

After all, there was a sweeping political change, taxes and regulations are headed North, and the economy isn't exactly back to pre-pandemic levels.

Those are important stories. But there is a bigger story.

We’ve got three opinions and a bonus:

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Joe SweeneyFebruary 11, 2021Sweeney & Michel, LLC
When The Pump & Dump Games Stop
When The Pump & Dump Games Stop

Pump and dump schemes have been around since the beginning of public markets. This one is no different:

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Joe SweeneyJanuary 29, 2021Sweeney & Michel, LLC
2021 Outlook Webinar
2021 Outlook Webinar

Watch our 2021 Webinar on Replay

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Joe SweeneyJanuary 21, 2021
Elections and Taxes
Elections and Taxes

It has been accurately said that every time Congress meets, your tax dollar is at risk.

This has a deep ring of truth now with many of the proposed changes to the tax code now being discussed:

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Joe SweeneyJanuary 13, 2021Sweeney & Michel, LLC
The 5 Levels of Financial Freedom: Level 1
The 5 Levels of Financial Freedom: Level 1

Level One- the most important level in the hierarchy of financial needs, is cash flow and budgeting.... Indeed, you can’t direct excess cash flow to level 2 needs until you have excess cash flow.

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Joe SweeneyJanuary 8, 2021Sweeney & Michel, LLC
Chart- What Comes After All-Time Highs?
Chart- What Comes After All-Time Highs?

Research JP Morgan, however, reminds us that all-time highs are generally followed by MORE all-time highs:

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Joe SweeneyDecember 30, 2020Sweeney & Michel, LLC
How Often Does a Routine Dip Become a Bear Market?
How Often Does a Routine Dip Become a Bear Market?

When the market starts dropping, you will hear from a lot of sources “this is the beginning of the next big one!” However, that’s not been historically true.

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Joe SweeneyDecember 16, 2020Sweeney & Michel, LLC
The Daily Marshmellow Dilemma
The Daily Marshmellow Dilemma

Delayed gratification might be the key to life’s goals

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Joe SweeneyDecember 8, 2020Sweeney & Michel, LLC
Are We Due For Another Market Crash?
Are We Due For Another Market Crash?

What the stock market REALLY hates, is what it cannot see

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Joe SweeneyNovember 24, 2020Sweeney & Michel, LLC
How I Easily Saved $11k With One Decision (And You Can Too!)
How I Easily Saved $11k With One Decision (And You Can Too!)

The point is this: There’s never been an easier time in history to set money aside for your future self.

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Joe SweeneyNovember 19, 2020Sweeney & Michel, LLC
Behavior Bias and Investment Planning
Behavior Bias and Investment Planning

How we act and react in relation to our financial profile has a far greater impact on our returns than any market-based hypothesis.

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Joe SweeneyNovember 12, 2020Sweeney & Michel, LLC
Video: Growth vs Value Stocks- What's the difference?
Video: Growth vs Value Stocks- What's the difference?

What’s the difference between Growth and Value stocks?

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Joe SweeneyNovember 9, 2020Sweeney & Michel, LLC
3 Big Questions To Ask Yourself Before Betting On The Market
3 Big Questions To Ask Yourself Before Betting On The Market

“The game of speculation is the most uniformly fascinating game in the world. But it is not a game for the stupid, the mentally lazy, the person of inferior emotional balance, or the get-rich-quick adventurer. They will die poor.”

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Joe SweeneyOctober 29, 2020Sweeney & Michel, LLC
Whiskey and War: A Brief Look At The Origin of US Taxes
Whiskey and War: A Brief Look At The Origin of US Taxes

With so much discussion happening around the potential for tax rate increases, we thought it would be interesting to briefly look back at the origin of taxes in the United States.

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Joe SweeneyOctober 20, 2020Sweeney & Michel, LLC
Why are dividend paying stocks down this year, and what's the outlook?
Why are dividend paying stocks down this year, and what's the outlook?

Banks, real estate, travel, restaurant, industrial’s, energy, and even utilities are all down substantially for the year. Unfortunately, most of these sectors make up the high-dividend end of the market- which has suffered in 2020

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Joe SweeneyOctober 6, 2020Sweeney & Michel, LLC
Stocks Can Go Up This Winter (even if your Presidential candidate doesn’t win)
Stocks Can Go Up This Winter (even if your Presidential candidate doesn’t win)

The stock market takes multiple factors into consideration, and is pretty efficient at pricing in future possibilities in well in advance

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Joe SweeneyOctober 1, 2020Sweeney & Michel, LLC
Free of Charge: Our Take on Tesla and the Electric Car Stock Rage
Free of Charge: Our Take on Tesla and the Electric Car Stock Rage

Why are these stocks surging? Our opinion includes a brief history of electric vehicles, stock splits, bubble mentality, and the picks and shovels of this apparent gold rush.

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Joe SweeneySeptember 16, 2020Sweeney & Michel, LLC
Who's In Control of Your Fortune?
Who's In Control of Your Fortune?

It’s said that knowledge is information, but wisdom is understanding.

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Joe SweeneySeptember 15, 2020
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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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