Bonds vs. Stocks: Which Is the Better Investment for 2023 and Beyond?

Why own stocks when the economy is slowing down, and I can get a risk-free 5%?

Joe SweeneyOctober 13, 2023Sweeney & Michel, LLC

The Bursting Bubble: Lesson's From 2021's Excess and How to Avoid The Next One

In college, My friend Mike used to say “The most important thing about a party is knowing when to leave”. That goes for speculative investing as well.

Joe SweeneySeptember 29, 2023Sweeney & Michel, LLC

ScamRise; How to Avoid Being Taken by Popular Crowdfunding Investments

These are companies that cared for billions in investor assets by promising huge returns with little mention of risk. In the end, the risk was all that mattered.

Joe SweeneySeptember 20, 2023Sweeney & Michel, LLC

2023: Our Summer in Photos

The Sweeney & Michel Team spent some time in the community this summer

Our Team, Blog FeatureJoe SweeneySeptember 6, 2023Sweeney & Michel, LLC

Faang: You’re on the bench. Magnificent 7, Suit up.

The companies included in the “Magnificent Seven” (Apple, Tesla, Meta, Google, Nvidia, Microsoft, and Amazon) have a collective market cap of over $11 trillion.

Joe SweeneySeptember 5, 2023Sweeney & Michel, LLC

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?

Joe SweeneySeptember 5, 2023Sweeney & Michel, LLC

US Loses AAA Credit Rating: What You Need to Know

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

Joe SweeneyAugust 2, 2023Sweeney & Michel, LLC

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.

Joe SweeneyAugust 1, 2023Sweeney & Michel, LLC

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.

Joe SweeneyJuly 27, 2023Sweeney & Michel, LLC

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.

Joe SweeneyJuly 14, 2023

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.”

Joe SweeneyJuly 2, 2023Sweeney & Michel, LLC

Nondeductible: The (Tax) Downsides of California Dreaming

It’s no secret, California has earned its reputation for an expensive place to live.

Taxes can be a confusing and complicated issue, even more so when we live under 2 tax codes: CA State and Federal.

Taxes, InvestingJoe SweeneyJune 13, 2023Sweeney & Michel, LLC

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.

Charitable GivingJoe SweeneyJune 8, 2023Sweeney & Michel, LLC

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.

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.”