SEQUOIA INSIGHTS

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

Featured Insights

by Sequoia Financial Group

Insights

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

Insights

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

M&A

Sequoia Financial Group Acquires Charleston-based Family Asset Management

AKRON, Ohio, and CHARLESTON, South Carolina, Oct. 31, 2024 – Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm, today announced…