SEQUOIA INSIGHTS

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

Featured Insights

by Sequoia Financial Group

The Final Countdown: Your Retirement Roadmap for Ten, Five, and One Year Out

Market Commentary

US Equities Hit New All-time Highs in First Full Week of 2026 Trading

Special Needs Financial Planning

Building a Collaborative Care Team: Advisors, Attorneys, and Advocates Working Together

Market Commentary

Stock Investors Enjoy Another Banner Year

Managing Lifestyle Creep: How to Enjoy Your Success Without Sacrificing Your Future

by Sequoia Financial Group

Market Commentary

Economy, Tariff Uncertainty, Declining Consumer Sentiment Roil Markets

by Sequoia Financial Group

Thought Leadership

Sequoia Financial Group’s Approach to Technology: Enhancing the Client Experience While Keeping Assets Safe

by Sequoia Financial Group

Financial Markets Continue to Climb a Wall of Worry

by Sequoia Financial Group

Wealth Planning

Move Over Cupid: 5 Things to Consider When Preparing Your Prenuptial Agreement

by Sequoia Financial Group

Market Commentary

Tariff Fears Temporarily Calmed After Pause Reached with Canada and Mexico

by Sequoia Financial Group

Market Commentary

Markets Taunted by DeepSeek, Fed Pause, and Trade Tensions

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