SEQUOIA INSIGHTS

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

Featured Insights

by Sequoia Financial Group

Trump Accounts Explained: How to Jumpstart Your Child’s Long-Term Financial Future

Insights, Wealth Planning

Guarding Wealth and Information: National Consumer Protection Week 2026

Family Office, Insights

The Next Generation of Wealth Transfer: 2026 Readiness

Market Commentary

Markets Rebound as Tariff Ruling, Slowing Growth, Sticky Inflation Shape Outlook

Insights, Wealth Planning

When a Child Turns 18: Financial and Estate Planning Steps to Protect Their Future

by Sequoia Financial Group

Market Commentary

Growth Concerns Put Pressure on Richly Priced US Stocks

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…