Sweeney & Michel, LLC | Chico, CA
Fees & Services Our Team Blog & Commentary Contact Us
Fees & ServicesOur TeamBlog & CommentaryContact Us
Sweeney & Michel, LLC | Chico, CA
Financial Planning & Investment Management

Learn. Invest. Grow.

Sweeney & Michel Blog

Browse by topic...
  • Blog Feature
  • Business & Non-profits
  • Charitable Giving
  • Divorce
  • Estates & Inheritance
  • Investing
  • Our Team
  • Personal Finances
  • Retirement
  • Taxes
 
blog-wall-street-bull-background.jpg
The BRICS want to start a new currency. Is the dollar in trouble?
The BRICS want to start a new currency. Is the dollar in trouble?

How Likely is a BRICS Currency and Does it Pose a Threat To The Dollar’s Reserve Currency Status?

Read More
Joe SweeneySeptember 5, 2023Sweeney & Michel, LLC
US Loses AAA Credit Rating: What You Need to Know
US Loses AAA Credit Rating: What You Need to Know

Here are some of our initial Thoughts & anticipated questions from yesterday’s news:

Read More
Joe SweeneyAugust 2, 2023Sweeney & Michel, LLC
Income Rates Keep Rising- How to Keep your Taxes from Following
Income Rates Keep Rising- How to Keep your Taxes from Following

When investing, there’s an important principle to remember: How much you make isn’t nearly as important as how much you keep.

Read More
Joe SweeneyAugust 1, 2023Sweeney & Michel, LLC
Numbers Don't Lie: Here's How Much Money the Average American Really Has
Numbers Don't Lie: Here's How Much Money the Average American Really Has

Year after year, data from financial surveys (unfortunately) paints a poor picture of American finances.

Read More
Joe SweeneyJuly 27, 2023Sweeney & Michel, LLC
Survey Says: Feelings Are a Bad Predictor of the Stock Market
Survey Says: Feelings Are a Bad Predictor of the Stock Market

The stock market is up about 20% since peak investor negativity. Funny how that works.

Read More
Joe SweeneyJuly 14, 2023
Yes, You Can Be Good With Money
Yes, You Can Be Good With Money

“His peak salary, just before retirement, was barely over $1,000 a month. But when he died, his net worth was $70 Million, and he gave $40M of that to schools.”

Read More
Joe SweeneyJuly 2, 2023Sweeney & Michel, LLC
Put That Checkbook Away! 4 Smart Charitable Giving Strategies
Put That Checkbook Away! 4 Smart Charitable Giving Strategies

Most people lose an important tax benefit when they donate. Fortunately, there are four lesser-known strategies you can use to maximize your charitable impact.

Read More
Charitable GivingJoe SweeneyJune 8, 2023Sweeney & Michel, LLC
5 Compelling Reasons Retirees Should Consider Investing in Dividend-Paying Stocks
5 Compelling Reasons Retirees Should Consider Investing in Dividend-Paying Stocks

Most people don’t realize that a married couple can earn up to $83k in qualified dividends without owing any federal income tax. Above that, they only pay 15% on the next $400k of income.

Read More
Retirement, Blog FeatureJoe SweeneyMay 12, 2023Sweeney & Michel, LLCdividend investing, retirement income, investing for retirement, how do dividends work
This Is Your Brain on Money
This Is Your Brain on Money

“You know, the best part of the best drug in the world isn't the high. It's the moment just before you take it. The dice are dancing on the table. Between now and the time they stop, that's the greatest high in the world.”

Read More
Personal Finances, InvestingJoe SweeneyMay 5, 2023Sweeney & Michel, LLCinvesting and dopamine, behavioral finance, successful investing
While You Were Sleeping (on Stocks)
While You Were Sleeping (on Stocks)
Personal FinancesJoe SweeneyApril 13, 2023Sweeney & Michel, LLC
Banking Failures, Runs, and Rates: 8 Things Everyone Should Know
Banking Failures, Runs, and Rates: 8 Things Everyone Should Know

Here are our most asked questions about banking and investor protection this month:

Read More
Our TeamJoe SweeneyMarch 29, 2023Sweeney & Michel, LLCbank failures, silicon valley bank, money market
8 Not-So-Secrets of Middle-Class Millionaires
8 Not-So-Secrets of Middle-Class Millionaires

The ongoing “us vs. them” mentality has an unwritten lie: You can never be wealthy.

Read More
Investing, Personal Finances, Blog FeatureJoe SweeneyMarch 7, 2023Sweeney & Michel, LLCmillionaire secrets, how to build wealth, personal finance
2023 California and Federal Income Tax Brackets
2023 California and Federal Income Tax Brackets

If you’re wondering what your top 2023 California and Federal taxes rates are, look no further.

Read More
TaxesJoe SweeneyMarch 3, 2023Sweeney & Michel, LLCcalifornia taxes, federal taxes
Video! Our 2023 Outlook
Video! Our 2023 Outlook

Our 2022 Recap: Where Inflation is headed, Interest rate changes, Stocks, 2023 Projection, Takeaways

Read More
Joe SweeneyFebruary 10, 2023Sweeney & Michel, LLC
Fidelity Investments 2022 Tax Form Dates and Deadlines
Fidelity Investments 2022 Tax Form Dates and Deadlines

When you should expect your 2022 year-end tax forms

Read More
Joe SweeneyFebruary 7, 2023Sweeney & Michel, LLCfidelity tax forms, 1099 dates
Principals For Surviving The Crisis-Du-Jour In 2023
Principals For Surviving The Crisis-Du-Jour In 2023

In 1974, our nation was briefly pulled apart at the seams by inflation, a failed foreign war in Vietnam, a recession, an oil shock, and Watergate. The echoes in today’s economy are shockingly similar.

Read More
Joe SweeneyFebruary 1, 2023Sweeney & Michel, LLC
Everyone Is Expecting a Recession in 2023
Everyone Is Expecting a Recession in 2023

Let’s assume, for a moment, that the most well-advertised recession in history finally arrives:

Will stocks drop? Maybe, but maybe not:

Read More
Joe SweeneyJanuary 15, 2023Sweeney & Michel, LLC
Who Turns The Pages When The Storyteller is Gone?
Who Turns The Pages When The Storyteller is Gone?

The story of Disney is the same as the many great American businesses.

Read More
Joe SweeneyDecember 12, 2022Sweeney & Michel, LLC
7 Tax and Money Moves To Make Before Year End
7 Tax and Money Moves To Make Before Year End

A few steps you can take to minimize your tax and/or maximize your financials

Read More
Taxes, Personal FinancesJoe SweeneyNovember 21, 2022Sweeney & Michel, LLC
Wealthy vs. Rich: What's the Difference?
Wealthy vs. Rich: What's the Difference?

So- what’s the difference between the wealthy and the rich?

Read More
Joe SweeneyNovember 5, 2022Sweeney & Michel, LLC
Newer Older
Featured
Minimizing Taxes
Minimizing Taxes
Retirement
Retirement
Estates & Inheritance
Estates & Inheritance
Businesses & Non-profits
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,
United States
(530) 342-2900 kwoody@amgchico.com
Hours
Mon 9am - 5pm
Tue 9am - 5pm
Wed 9am - 5pm
Thu 9am - 5pm
Fri 9am - 5pm
About Us
Our Team Our Approach What to Expect Contact Info
Client Services
Services Fees / Costs What to Bring Privacy Policy
Connect
Schedule an Appointment Sweeney & Michel Blog Instagram—Follow Us LinkedIn—Join Our Network

(530) 487-1777 196 Cohasset Road, Suite 100 Chico, California 95926

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.

Privacy Policy | Form ADV Part 2A | Form ADV Part 2A Appendix 1 | ADV Part 2B Brian Sweeney | ADV Part 2B Renée Michel
ADV Part 2B Joe Sweeney | ADV Part 2B Katie Junk | Form CRS - Client Relationship Summary


Site by k.walling design