SEQUOIA INSIGHTS

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

Featured Insights

by Sequoia Financial Group

Insights

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

Wealth Planning

Choices, Choices: Should I Pay Off the Mortgage or Invest?

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…