SEQUOIA INSIGHTS

Updates, news, articles and timely market analysis from Sequoia Financial Group.

Featured Insights

by Sequoia Financial Group

Love and Legacy: Financial Planning for a Blended Family

Wealth Planning

The Modern Wealth Management Playbook for Business Owners

Insights, Wealth Planning

Tax-Aware Investing in a Changing Policy Landscape

Market Commentary

2026 Off to Solid Start Despite Mixed Reception to Mag 7 Earnings

Insights, Wealth Planning

It’s February, And You Haven’t Started Tax Prep Yet: What to Do Now

by Sequoia Financial Group

Thought Leadership

Think an Extension of the Estate and Gift Tax Exemption is a Done Deal? Think Again.

by Sequoia Financial Group

Market Commentary

Stocks Rally on China Tariff Pause

by Sequoia Financial Group

Market Commentary

The US and UK Strike a Trade Deal, the First Sign of a Calming Trade War

by Sequoia Financial Group

Market Commentary

U.S. Stocks Surge on Strong Earnings, Eased Trade Tensions, and Consumer Spending Growth

by Sequoia Financial Group

Market Commentary

Market Rebound Driven by Tech Earnings and Easing Trade Tensions

by Sequoia Financial Group

Fed Chair Powell’s Tariff Talk Spooks Already-Nervous Markets

by Sequoia Financial Group

Market Commentary

Markets Soar After 90-Day Tariff Pause

by Sequoia Financial Group

Market Commentary

Volatile Market Fueled by Tariffs and Economic Uncertainty

by Sequoia Financial Group

Market Commentary

Q1 Market Review – Navigating Market Shifts