SEQUOIA INSIGHTS

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

Featured Insights

by Sequoia Financial Group

Market Commentary

Quiet Post-Christmas Trading Leaves Stocks Flat as Markets Eye Santa Rally

Market Commentary

Micron Technology Earnings Breathe New Life into the AI Trade

Market Commentary

Fed Rate Cut Pushes Stock Benchmarks to Fresh Highs

Market Commentary

Equities Edge Higher as Holiday Spending Shows Resilience

Market Commentary

Nvidia Earnings Fail to Quell AI Doubts

by Sequoia Financial Group

Avoid Financial Groundhog’s Day: February’s Financial To-Do List

Sequoia Financial Group to Acquire Carlson Capital Management, $3.8 Billion Wealth Manager

AKRON, Ohio and MINNEAPOLIS, Jan. 29, 2025 — Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a Northfield, Minnesota-based investment advisory firm with $3.8 billion in…

by Sequoia Financial Group

The Five Key Updates in SECURE Act 2.0 You Need to Know

by Sequoia Financial Group

Market Commentary

Strong Earnings, Softer Tariff Talk Propel Stocks to New Highs

by Sequoia Financial Group

Market Commentary

Stocks Rally After Softer-Than-Expected Core Inflation

by Sequoia Financial Group

Wealth Planning

SMART Financial Goals for High Net-Worth and Ultra-High Net-Worth Individuals

by Sequoia Financial Group

The Social Security Fairness Act Explained

by Sequoia Financial Group

Market Commentary

Strong Jobs Data Sparks Sell-Off

by Sequoia Financial Group

Market Commentary

Q4 Market Review – The US Economy Continues To Defy Expectations