https://sweeneymichel.com/blog daily 0.75 2026-03-31 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1707348586106-TAF4YQC2DRNB3RNBGPEC/blog-wall-street-bull-background.jpg Blog & Commentary https://sweeneymichel.com/blog/1099-deductions-qcd monthly 0.5 2026-03-31 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/6248253f-5e6f-47dd-82de-f8c167218f41/1099r+qcd.jpg Blog & Commentary - 1099 Income and Tax Prep Deductions People Commonly Miss - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/2026-market-outlook monthly 0.5 2026-02-17 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/7d7409f8-2e26-4255-82d8-59ab2b96c462/Annual+Prediction+Lunch.png Blog & Commentary - 2026 Outlook: Predictions, Reflections, and Lunch with a $3 Trillion Giant - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/9da4103c-e54a-47a2-ba8d-f1f83cee926a/Capital+Ideas.png Blog & Commentary - 2026 Outlook: Predictions, Reflections, and Lunch with a $3 Trillion Giant - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/c575e776-743a-441b-93ba-982fd3816726/Blackstone+Energy+Needs+2040.png Blog & Commentary - 2026 Outlook: Predictions, Reflections, and Lunch with a $3 Trillion Giant - Make it stand out https://www.blackstone.com/insights/article/office-of-the-cio-2026-investment-perspectives/ https://sweeneymichel.com/blog/2026/whats-new-money-updates-in-2026 monthly 0.5 2026-02-17 https://sweeneymichel.com/blog/software-stocks-throw-a-tantrum monthly 0.5 2026-02-09 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/461e0728-4292-43ba-89a7-8bab45772761/AAPL_NVDA_GOOG_TSLA_MSFT_META_AMZN_chart.png Blog & Commentary - AI Turns 4, Software Stocks Throw a Tantrum - Make it stand out The only exception here is Apple, which has chosen to license AI rather than pour hundreds of billions into data centers and develop its own. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1b004c94-0dce-4c21-90ff-c912fa2ccf1d/MFSCSX_MSWNTR_IGV_chart.png Blog & Commentary - AI Turns 4, Software Stocks Throw a Tantrum - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/a14c9888-a5a6-4430-a59e-6a8e7b6ee3d2/software+development+jobs.png Blog & Commentary - AI Turns 4, Software Stocks Throw a Tantrum - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/2026/3-retirement-tax-credits monthly 0.5 2026-03-31 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/51107f4c-e270-4dba-9880-39a2d52fd830/3+Retirement+Tax+Credits+for+Business.png Blog & Commentary - 3 Tax Credits Available for New Small Business Retirement Plans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1709309210441-A1U4YIEGM70P3BNDA7JR/joe-team-headshot.jpg Blog & Commentary - 3 Tax Credits Available for New Small Business Retirement Plans - Joe Sweeney, CFP® Joe is a founding partner at Sweeney & Michel, LLC and has been with the team since 2010. He graduated from the Azusa Pacific University Read full Bio https://sweeneymichel.com/blog/2025/12/2/the-sweeney-and-michel-gift-ideas-guide-2025 monthly 0.5 2025-12-04 https://sweeneymichel.com/blog/2025/11/30/my-kids-are-getting-social-security-survivors-benefits-heres-how-that-works-and-how-were-investing-it monthly 0.5 2025-12-16 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/999e42b2-f5fe-4ab7-97b8-496f29eddb38/Social%2BSecurity%2BAdministration%2BChico.png Blog & Commentary - My Kids are Getting Social Security Survivors' Benefits: Here's How That Works and How We’re Investing It - Make it stand out The Chico SSA Office at 1370 E Lassen Ave #150, Chico, CA 95973 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/15104266-b33f-4fae-ad6b-a3710a018426/70+30+returns.png Blog & Commentary - My Kids are Getting Social Security Survivors' Benefits: Here's How That Works and How We’re Investing It - Make it stand out Obvious disclosures. Investing involves all types of risk. This is a backwards looking snapshot, and past performance doesn’t guarantee future results. This is not a proposal or recommendation: My choices are my own and will likely not be exactly right for anyone else! https://sweeneymichel.com/blog/2025-retirement-plan-gift-limits monthly 0.5 2025-11-06 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/f82b5bcd-5bf1-4a11-aeae-53d4fdf968cf/2025+Retirement+and+Gift+Limits.png Blog & Commentary - Money, 2025: Your Guide to Retirement, IRA, HSA, & Gifting Limits - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/esg-socially-responsible-investing monthly 0.5 2025-11-17 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/fb73c130-58f7-4016-b998-1e2715f94c9a/ESG+Socially+Responsible+Investing+Paths Blog & Commentary - An ESG Investing Guide: Finding the Good, Avoiding the Bad, and Identifying What is Greenwashed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/d8934e2e-e5cb-4f2e-9303-db92814a17f6/ESGU+vs+SPY.jpg Blog & Commentary - An ESG Investing Guide: Finding the Good, Avoiding the Bad, and Identifying What is Greenwashed - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/2025/10/22/bubble-territory monthly 0.5 2025-10-22 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/632645e2-0afe-41db-a2df-8b152ca70046/unnamed.jpg Blog & Commentary - Bubble Territory - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/2c27f823-d589-4b9e-b9cf-642b58aefce3/unnamed.jpg Blog & Commentary - Bubble Territory - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1ec16400-24e6-48e2-883f-eaa5f5aac6ab/unnamed.png Blog & Commentary - Bubble Territory - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/78e32845-2bbd-4b99-8d49-8c98b0f98b25/Screenshot+2025-10-22+094654.jpg Blog & Commentary - Bubble Territory - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/24e02248-ecbe-489f-9fbb-ce790050a07a/unnamed.png Blog & Commentary - Bubble Territory - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/doomsday monthly 0.5 2025-10-09 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/d83839cc-3a3b-4456-b094-afb6c427eb80/MFXAIX_SPXTR_ISP500E_chart+%281%29.png Blog & Commentary - So You Want To Be a Doomsday Prophet: Here's How to Start - Make it stand out All investing is subject to risk, including the possible loss of the money you invest. Funds that concentrate on a relatively narrow market sector face the risk of higher share-price volatility. Investments in stocks or bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk. An investment in the fund could lose money over short or even long periods. You should expect the fund’s share price and total return to fluctuate within a wide range, like the fluctuations of the overall stock market. The fund’s performance could be hurt by: Stock market risk: The chance that stock prices overall will decline. Stock markets tend to move in cycles, with periods of rising stock prices and periods of falling stock prices. The fund’s target index tracks a subset of the U.S. stock market, which could cause the fund to perform differently from the overall stock market. In addition, the fund’s target index may, at times, become focused in stocks of a particular market sector, which would subject the fund to proportionately higher exposure to the risks of that sector. Investment style risk: The chance that returns from large-capitalization stocks will trail returns from the overall stock market. Large-cap stocks tend to go through cycles of doing better—or worse—than other segments of the stock market or the stock market in general. These periods have, in the past, lasted for as long as several years. Sector risk: The chance that significant problems will affect a particular sector, or that returns from that sector will trail returns from the overall stock market. Daily fluctuations in specific market sectors are often more extreme or volatile than fluctuations in the overall market. Because a significant portion of the fund’s assets are in the information technology sector, the fund’s performance is impacted by the general condition of that sector. Companies in the information technology sector could be affected by, among other things, overall economic conditions, short product cycles, rapid obsolescence of products, competition, and government regulation. Nondiversification risk: Because the fund seeks to closely track the composition of the fund's target index, from time to time, more than 25% of the fund's total assets may be invested in issuers representing more than 5% of the fund's total assets due to an index rebalance or market movement, which would result in the fund being nondiversified under the Investment Company Act of 1940. The fund’s performance may be hurt disproportionately by the poor performance of relatively few stocks, or even a single stock, and the fund’s shares may experience significant fluctuations in value. Index-related risks: The fund is subject to risks associated with index investing, which include passive management risk, tracking error risk, and index provider risk. Passive management risk is the chance that the fund's use of an indexing strategy will negatively impact the fund's performance. Because the fund seeks to track the performance of its target index regardless of how that index is performing, the fund's performance may be lower than it would be if the fund were actively managed. Tracking error risk is the chance that the fund's performance will deviate from the performance of its target index. Tracking error risk may be heightened during times of increased market volatility or under other unusual market conditions. Index provider risk is the chance that the fund will be negatively impacted by changes or errors made by the index provider. Any gains, losses, or costs associated with or resulting from an error made by the index provider will generally be borne by the fund and, as a result, the fund's shareholders. Index replicating risk. The chance that the fund may be prevented from holding one or more securities in the same proportion as in its target index. https://sweeneymichel.com/blog/5-tax-impacts-obbba monthly 0.5 2025-07-18 https://sweeneymichel.com/blog/stocks-after-all-time-highs monthly 0.5 2025-07-16 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/7b14e335-7d8e-49e3-8db7-6bc2709278a5/All%2BTime%2BHighs%2B2025.jpg Blog & Commentary - What Happens After Investing at All Time Highs? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/0e3bdf4a-0279-47b7-9951-b24d10354344/2023+stocks.JPG Blog & Commentary - What Happens After Investing at All Time Highs? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/big-beautiful-bill-summary monthly 0.5 2025-07-16 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1752011257496-HTEME39OHT1DP4CAXUV4/Gemini_Generated_Image_wa2s60wa2s60wa2s.png Blog & Commentary - "One Big Beautiful Bill": 21 Highlights That Matter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/alwaysbullish monthly 0.5 2025-07-09 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/a288a8b9-d00c-43b4-a6c7-7748b3d531a0/Gemini_Generated_Image_5050al5050al5050.png Blog & Commentary - The American Dream is Not Dead - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/514fc663-3389-4c76-b2b8-8013888ab01a/Improvements.jpg Blog & Commentary - The American Dream is Not Dead - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/california-tax-non-deductible monthly 0.5 2025-11-07 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/084565c1-c865-40c9-b93c-d8e4123cc64b/California+Income+Tax.JPG Blog & Commentary - Nondeductible: The (Tax) Downsides of California Dreaming - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/bcc3bab8-0973-40ce-8a06-736dd50dd4c0/24+brackets+thumb.png Blog & Commentary - Nondeductible: The (Tax) Downsides of California Dreaming - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/roth-ira monthly 0.5 2025-06-11 https://sweeneymichel.com/blog/stock-market-bubbles-since-2000 monthly 0.5 2025-05-30 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/71d63491-3442-422c-b453-e1321fc84524/Dot+Com+Bubble.png Blog & Commentary - Dodging Disaster: Stock Market Bubbles Since 2000 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/af09214a-5b92-4402-8871-2fed6617c85f/Bear+Stearns+Cramer.jpg Blog & Commentary - Dodging Disaster: Stock Market Bubbles Since 2000 - Make it stand out A Classic CNBC Moment https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/dcaff90b-8e41-4688-9ec8-1a6a42f8306e/PXN+Fund+Returns.jpg Blog & Commentary - Dodging Disaster: Stock Market Bubbles Since 2000 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/e09886fe-695f-4160-b96a-f36a0f33aa9e/Molycorp.png Blog & Commentary - Dodging Disaster: Stock Market Bubbles Since 2000 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/d3b9c87c-e855-49a5-807e-bcd973a1522c/3d+printing+industrial+revolution.jpg Blog & Commentary - Dodging Disaster: Stock Market Bubbles Since 2000 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/4e049745-3ad1-4998-ba8c-9203789d3f58/2018+Crypto.png Blog & Commentary - Dodging Disaster: Stock Market Bubbles Since 2000 - Make it stand out These were four of the Cryptocurrencies that (barely) survived the 2018 Crypto Bear Market https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/b5ce648f-a819-4c95-b5e2-9cc3f0d2db60/2021-Now+Meme+Stocks.png Blog & Commentary - Dodging Disaster: Stock Market Bubbles Since 2000 - Make it stand out popular meme stocks from July 2021- Present. Not Pictured: BBBY (Bed Bath & Beyond: Bankrupt) https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/70a72fb5-5e18-4ff1-ac57-6b4c09c2770d/Nikola+Scam.jpg Blog & Commentary - Dodging Disaster: Stock Market Bubbles Since 2000 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/2a3371fd-99fe-4754-ae12-f5a1a9239585/Walmart+Metaverse.jpg Blog & Commentary - Dodging Disaster: Stock Market Bubbles Since 2000 - Make it stand out If I’m escaping reality this is the last digital place you’ll find me https://sweeneymichel.com/blog/skeptics-ai-private-equity-yield-spreads monthly 0.5 2025-05-30 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/108767ab-6b48-4746-a8c0-92118e710d6e/Cooper+Amodei.jpg Blog & Commentary - 3 Things We're Skeptical on: June 2025 Edition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/07aef519-40d3-4016-a898-8ae733368feb/IPO+and+Private+Markets.jpg Blog & Commentary - 3 Things We're Skeptical on: June 2025 Edition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/38793e97-749d-4e46-8727-a22aa4e13d06/Private+Equity+State+Street.jpg Blog & Commentary - 3 Things We're Skeptical on: June 2025 Edition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/a4ba1370-1658-4229-a484-ac7a6e075173/Yield+Spreads.jpg Blog & Commentary - 3 Things We're Skeptical on: June 2025 Edition - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/april-market-chill monthly 0.5 2025-04-29 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/5e2e7617-966e-4f1f-a1cd-7bca2054fb2b/Almond+Blossoms+in+Chico.jpg Blog & Commentary - Market Chill Fades: Strong April Data Points to a Sunny Outlook - Make it stand out April is the Cruelest Month… mixing memory and desire- T.S. Eliot https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/a299337a-ffa8-4d87-a09f-e04f607b4804/SPXTR_RUTTR_DJUSRET_MODATR_SPY_chart.png Blog & Commentary - Market Chill Fades: Strong April Data Points to a Sunny Outlook - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/brokered-cds-guide monthly 0.5 2025-04-18 https://sweeneymichel.com/blog/lifeupdatejoeandbritneysweeney monthly 0.5 2025-05-06 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/2d040650-c2a5-4c44-ae0b-3ec988448f07/Britney+Enloe.png Blog & Commentary - A Life Update- Joe and Britney Sweeney - Make it stand out Britney and the kids in a room decorated by friends https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/e90fbebc-12ed-4099-998a-28bbfcf5bf10/This%2Btoo%2Bshall%2Bpass.jpg Blog & Commentary - A Life Update- Joe and Britney Sweeney - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/2025/4/4/i-can-tell-you-what-we-dont-want-to-do monthly 0.5 2025-04-07 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/4e6d6acd-56d3-44ca-809b-b6b6d6c53db3/Vix+Vs+SP500.jpg Blog & Commentary - I Can Tell You What We Don’t Want to Do - Make it stand out The VIX vs S&P 500 level Jan 2019-4/3/2025 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/871fce37-4c03-492e-8d63-a683a94e5f25/VIX+4-7.png Blog & Commentary - I Can Tell You What We Don’t Want to Do - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/9292e345-dbc2-47c0-a8e3-7684e78cca6d/SP+forward+returns+by+vix+range.jpg Blog & Commentary - I Can Tell You What We Don’t Want to Do - Make it stand out (1) Dissecting Recent Market Activity | LinkedIn https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/e0170e1f-8b72-44f8-96d8-816bf01ffc20/VIX+50.png Blog & Commentary - I Can Tell You What We Don’t Want to Do - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/2025/4/3/the-art-of-the-tariff-and-how-it-affects-investors monthly 0.5 2025-04-03 https://sweeneymichel.com/blog/optimismforgrowth monthly 0.5 2025-12-15 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/2f43232b-5658-4cc2-8fa7-0b2663bbb8e7/2021+Global+Venture+Capital+Activity.png Blog & Commentary - Why Now Isn't The Time To Sell Your Growth Stocks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/f9747e1d-6b14-4461-a071-0b9cc15ac3ed/top-rd-spenders-1.png Blog & Commentary - Why Now Isn't The Time To Sell Your Growth Stocks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://sweeneymichel.com/blog/tech-wreck-2025 monthly 0.5 2025-03-05 https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/8387f5b4-a77c-4e87-8d19-bf3c06d35788/META_SPXTR_AMZN_AAPL_GOOG_MSFT_TSLA_NFLX_NVDA_PLTR_AVGO_chart+%283%29.png Blog & Commentary - Tech Wreck: 2025 - Make it stand out “Yesterday's Price Is Not Today's Price” - Rap Artist Fat Joe https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/17366083-d144-4481-aa2a-2d7568cd286a/P1212284_HDV_SHYG_SHV_ITOT_IQLT_chart.png Blog & Commentary - Tech Wreck: 2025 - 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It’s always a fun event with great friends and food https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091605467-4YV0SKUPOPHF2TGLEVOH/Giants+game2.jpg Blog & Commentary - 2019: Our Year in Pictures Renee won access to a suite, so in June we took our team and families to the Giants/Dodgers game https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091624238-OPVGZSRBATRYZCH0FDFP/IMG-6172.JPG Blog & Commentary - 2019: Our Year in Pictures Colton’s (Joe’s son) first of many! https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091668157-OS2I8GFCDW2AB9FLGO90/IMG-6187.jpg Blog & Commentary - 2019: Our Year in Pictures We went to a conference at the Claremont Hotel In Berkeley hosted by Orion, our reports provider. The property was historic, beautiful and there were some great break out sessions on the future of financial planning https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091702167-8V69CHTYCEC2WCZUWUEH/IMG-6841.jpg Blog & Commentary - 2019: Our Year in Pictures Pimco Invited us down to meet a portfolio manager and tour their beautiful office in Newport Beach. They’re one of the leading bond market investment firms and we appreciated the opportunity to ask questions which could inform the way we manage client portfolios https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091726516-Z5DKRUL1J608F3U1H8SV/IMG-6863.jpg Blog & Commentary - 2019: Our Year in Pictures Fidelity’s annual west coast conference in Dana point was filled with hundreds of firms just like ours. We heard about the future of Fintech, investment, tax and estate strategies, and best practices. The view wasn’t bad either! https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091748760-8BVMHH6X0MASPTJH8BBZ/IMG-5480.JPG Blog & Commentary - 2019: Our Year in Pictures We were proud to support the Enloe Heart and Sole run. a great fundraiser for an exceptional and important community staple. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091769132-5ATFAH8HLW42BQYUM0BL/IMG-5975.JPG Blog & Commentary - 2019: Our Year in Pictures The Run Around the Rice is a unique 5k fundraiser we’re proud to support- It’s a rare running track and supports Gridley Schools! https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091814193-57P6BC4FK36RCG5G8T4V/IMG-7657.jpg Blog & Commentary - 2019: Our Year in Pictures Renee serves on the Salvation Army board, and we’re proud supporters every year. It’s hard to imagine an organization that has as much hands-on impact in our community. https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091793041-AHSS1UKBWTQ2KKKQAY54/IMG-7805.jpg Blog & Commentary - 2019: Our Year in Pictures One way we support the Salvation Army is by sponsoring the annual Santa Shuffle https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091832325-VRRQ29CWBUICJ08NKORF/Legislative+Day.jpg Blog & Commentary - 2019: Our Year in Pictures Renee and Katie’s CWA involvement took them to Sacramento to meet legislators and promote ideas that can help our local agricultural economy https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091852197-M1YGXPR2WZUJCFZOSLK9/CWA+State.jpg Blog & Commentary - 2019: Our Year in Pictures CWA’s annual conference was in Solvang California- Katie and Renee hear about issue up and down the state, then toured various ag related businesses in the area https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091874149-KVU57LFZBQJ4BDND9LR5/Surtec+Golf.jpg Blog & Commentary - 2019: Our Year in Pictures Karla and Katie Represented our team well in Tracy at a client golf tournament that feeds over 1,000 families every holiday season! https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578092104963-L3OVR0IAA5GHV6J2IYFW/Enloe+Golf.jpg Blog & Commentary - 2019: Our Year in Pictures Joe Co-Chaired the Enloe Golf Tournament, which saw an exceptional turnout and unbelievable community support! https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091906386-Y53BQDTYBYUY3GEC08PE/53806425_10157192250045152_9005348415894192128_n.jpg Blog & Commentary - 2019: Our Year in Pictures https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578091980015-0UMM61JBFJ0C3D3N6KKS/Cupcakes.jpeg Blog & Commentary - 2019: Our Year in Pictures https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578092131020-EFGF8V6HYT7LFA7NYUVZ/Boise.jpg Blog & Commentary - 2019: Our Year in Pictures Karla visited various colleges with her family including Boise state with the infamous Blue football field! https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578092170592-R8EQXCPN0V20VCGZNRKC/Renee+Moab.jpg Blog & Commentary - 2019: Our Year in Pictures Renee did some traveling to Moab, Georgia, Maryland, Lodi and Las Vegas https://images.squarespace-cdn.com/content/v1/5bf6f5cbec4eb7871adb4146/1578417250039-YKPNMDYJJSSDF4JZSCK4/Bell+Ringing.jpg Blog & Commentary - 2019: Our Year in Pictures We wrapped up the year ringing the bell for the Salvation Army in December! 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