SEQUOIA INSIGHTS

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

Featured Insights

by Sequoia Financial Group

Market Commentary

Choppy Week for AI After Calls to Slow Model Deployment

Insights, Wealth Planning

A Guide to Coordinating Your Estate Plan With Your Financial Plan

Sequoia Financial Group Earns Eighth Consecutive Recognition on Barron’s list of Top 100 RIA Financial Firms

Market Commentary

Financial Markets Still Grappling with High Oil Prices and Higher Interest Rates

Insights, Wealth Planning

Beyond the Basics: Advanced 401(k) Optimization Strategies for High-Net-Worth Families

by Sequoia Financial Group

Thought Leadership

Think an Extension of the Estate and Gift Tax Exemption is a Done Deal? Think Again.

by Sequoia Financial Group

Market Commentary

Stocks Rally on China Tariff Pause

by Sequoia Financial Group

Market Commentary

The US and UK Strike a Trade Deal, the First Sign of a Calming Trade War

by Sequoia Financial Group

Market Commentary

U.S. Stocks Surge on Strong Earnings, Eased Trade Tensions, and Consumer Spending Growth

by Sequoia Financial Group

Market Commentary

Market Rebound Driven by Tech Earnings and Easing Trade Tensions

by Sequoia Financial Group

Fed Chair Powell’s Tariff Talk Spooks Already-Nervous Markets

by Sequoia Financial Group

Market Commentary

Markets Soar After 90-Day Tariff Pause

by Sequoia Financial Group

Market Commentary

Volatile Market Fueled by Tariffs and Economic Uncertainty

by Sequoia Financial Group

Market Commentary

Q1 Market Review – Navigating Market Shifts