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

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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 and Top 20 Accounting Firm Eide Bailly Form Wealth Management Partnership

AKRON, Ohio, and FARGO, North Dakota, Aug. 28, 2024 – Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with more than $19.3 billion in assets under management as of June 30, 2024, and Eide Bailly LLP, a top 20 national accounting firm, today announced…
by Sequoia Financial Group
Market Commentary

‘The Time Has Come’ for Interest Rate Cuts

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by Sequoia Financial Group
Insights

Budgeting Best Practices

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by Sequoia Financial Group
Market Commentary

Cooling Inflation Provides Needed Relief for Stocks

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by Sequoia Financial Group
Market Commentary

Market Swoon Triggered by Recession Fears

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by Sequoia Financial Group
Thought Leadership

The Great Wealth Transfer: Cementing Your Legacy While Keeping Your Shirtsleeves

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by Sequoia Financial Group
Insights

Summer Swoon Continues Despite Positive Words from Fed

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by Sequoia Financial Group
Insights

Identity Theft: Prevention, Warning Signs, and Actions to Take if Your Identity Was Compromised

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M&A

Sequoia Financial Group Acquires Karpas Strategies; Wealth Manager Will Become Part of the Sequoia Sentinel Family Office

AKRON, Ohio, July 31, 2024 – Sequoia Financial Group, LLC (Sequoia Financial), a top SEC-registered wealth manager with more than $19.3 billion in assets under management as of June 30, 2024, today announced that it has acquired Karpas Strategies, LLC (Karpas Strategies), an independent investment manager…
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