Latest Updates

Watch our Virtual Economic Insight on the Election & Economy with Greg Valliere

In our recent virtual event, Washington insider, Greg Valliere offers analysis on the U.S economy and interest rates, surging budget deficits, prospects for tax changes, discuss trade disputes and important election factors including how markets could respond if President Trump is re-...

Forbes.com - Doubling Up CARES Business Stimulus: PPP, NOL, And Other Planning Opportunities

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by Congress with overwhelming support and was signed into law by President Trump on March 27th, 2020. CARES was far-reaching...

Sequoia Viewpoint 2020

At Sequoia Financial Group, we are constantly raising the bar for our employee performance, technological advancements and for our clients. We are building a sustainable firm, one that lasts longer...