Leaving your hard-earned cash in a checking account might seem safe, but inflation is silently gnawing away its value. If you feel like you could be earning more, consider these 2 alternatives:
Read MoreWhile wills are common, and often talked about, Californians should turn to trusts for smoother, faster, and ultimately more cost-effective estate planning. Here's five reasons a trust is often the wiser choice:
Read MoreAll Time Stock Market Highs, the Rise of AI and an upcoming election. Is the Market in trouble, or can it continue it's rally from 2023?
Read MoreWhen you read “stock market at all-time highs”, you probably expect a crash to follow shortly after. I’m not sure that’s something to worry about:
Read MoreMainstream media would have you believe election years are terrible for markets. It doesn’t help that candidates usually promise the stock market will crash if they don’t win…
Read MoreThe rules seem to change every year, so here are some common questions (and answers) relevant in 2024:
Read MoreWhile cash donations are valuable, most people don’t realize it’s one of the least efficient ways to support non-profits. Not only do you lose the liquidity of having that cash, but you also miss out on significant tax benefits. There is a better way!
Read Morein 2024, we’re going to hear a lot about what could and does go wrong. A potential recession. A contentious election. Multiple foreign wars. Each is a story, but never the full story.
Read MoreLife isn’t all about saving and investing, so we asked our team members to recommend some of their favorite ways to shop and travel
Read MoreIf you can win the holidays, you can win the year.
Read MoreWhy own stocks when the economy is slowing down, and I can get a risk-free 5%?
Read MoreIn 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.
Read MoreThese 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.
Read MoreThe Sweeney & Michel Team spent some time in the community this summer
Read MoreThe companies included in the “Magnificent Seven” (Apple, Tesla, Meta, Google, Nvidia, Microsoft, and Amazon) have a collective market cap of over $11 trillion.
Read MoreHow Likely is a BRICS Currency and Does it Pose a Threat To The Dollar’s Reserve Currency Status?
Read MoreHere are some of our initial Thoughts & anticipated questions from yesterday’s news:
Read MoreWhen investing, there’s an important principle to remember: How much you make isn’t nearly as important as how much you keep.
Read MoreYear after year, data from financial surveys (unfortunately) paints a poor picture of American finances.
Read MoreThe stock market is up about 20% since peak investor negativity. Funny how that works.
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