🫧Bubble Territory 🫧

How long can this melt-up in AI/Quantum/Cloud stock valuations continue?

Joe SweeneyOctober 22, 2025Sweeney & Michel, LLC

So You Want To Be a Doomsday Prophet: Here's How to Start

So you want to be a Doomsday Prophet like Dent, Schiff, Roubini or Rickards. Here’s How to do it:

Joe SweeneyOctober 9, 2025

Guest Post: 5 Immediate Tax Impacts from The One Big Beautiful Bill Act

Some of the new tax policies take effect in the 2025 tax year, others in the 2026 tax years. This letter exists to inform you of the most relevant stuff taking effect in 2025.

Joe SweeneyJuly 18, 2025Sweeney & Michel, LLC

What Happens After Investing at All Time Highs?

When 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:

InvestingJoe SweeneyJuly 15, 2025Sweeney & Michel, LLC

"One Big Beautiful Bill": 21 Highlights That Matter

The “One Big Beautiful Bill” passed last week, and was nearly 900 pages long. It’s packed with new legislation and changes to the tax code. Here’s what stands out:

Joe SweeneyJuly 14, 2025Sweeney & Michel, LLC

The American Dream is Not Dead

But our society, our standard of living, has improved dramatically! Progress is an underappreciated piece of our story. Consider the following:

Joe SweeneyJuly 3, 2025Sweeney & 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 15, 2025Sweeney & Michel, LLC

A Celebration of the Roth IRA: The Swiss Army Knife of Retirement Accounts

Think of it this way: with a traditional IRA, you get a tax break now. With a Roth IRA, you get a tax break later. And that "later" tax break can be a very big deal:

Joe SweeneyJune 11, 2025Sweeney & Michel, LLC

Dodging Disaster: Stock Market Bubbles Since 2000

Joe SweeneyMay 30, 2025Sweeney & Michel, LLC

3 Things We're Skeptical on: June 2025 Edition

Amodei believes the AI tools that Anthropic and other companies are racing to build could eliminate half of entry-level, white-collar jobs and spike unemployment to as much as 20% in the next one to five years

Joe SweeneyMay 29, 2025Sweeney & Michel, LLC

Market Chill Fades: Strong April Data Points to a Sunny Outlook

Just as a few cool days don't stop summer from arriving, market dips don't cancel the potential for long-term growth.

Joe SweeneyApril 29, 2025Sweeney & Michel, LLC

A Short Guide to Understanding Brokered CDs

Most people don’t know that CD’s are available through investment companies- often with better rates and terms than banks can offer. Here’s what you should know:

Joe SweeneyApril 18, 2025Sweeney & Michel, LLC