SEQUOIA INSIGHTS

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

Featured Insights

by Sequoia Financial Group
Market Commentary

Equity Performance Mixed as Market Leadership Shifts Beneath the Surface

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Insights, Wealth Planning

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
by Sequoia Financial Group
Market Commentary

Growth Concerns Put Pressure on Richly Priced US Stocks

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by Sequoia Financial Group
Market Commentary

Economy, Tariff Uncertainty, Declining Consumer Sentiment Roil Markets

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by Sequoia Financial Group
Thought Leadership

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

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by Sequoia Financial Group
Insights

Financial Markets Continue to Climb a Wall of Worry

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by Sequoia Financial Group
Wealth Planning

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

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by Sequoia Financial Group
Market Commentary

Tariff Fears Temporarily Calmed After Pause Reached with Canada and Mexico

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by Sequoia Financial Group
Market Commentary

Markets Taunted by DeepSeek, Fed Pause, and Trade Tensions

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by Sequoia Financial Group
Insights

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

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M&A

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…
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