SEQUOIA INSIGHTS

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

Featured Insights

by Sequoia Financial Group

Market Commentary

Tech Stocks Carry NASDAQ to Record High

Investing with Taxes in Mind: Strategies for a More Tax-Smart Portfolio

Market Commentary

Can AI Strength Continue to Offset Deteriorating Market Breadth?

Family Governance in the Age of Cyber Threats: Keeping Next-Gen and Aging Parents Safe Online

What Is a 351 Exchange? How Section 351 Exchanges Work and Their Potential Benefits

by Sequoia Financial Group

Market Commentary

Higher Oil Prices and Inflation Concerns Weigh on Both Bonds and Stocks

by Sequoia Financial Group

Market Commentary

Cooler Inflation Data Eases Pressure on the Fed

by Sequoia Financial Group

Wealth Planning

Updating Your Plan for Life’s Changes: Marriage, Divorce, Inheritance, and Policy Shifts

by Sequoia Financial Group

Wealth Planning

How to Build a Portfolio That Fits Your Life, Not the Market Cycle

by Sequoia Financial Group

Market Commentary

Iran Deal Never Came. Stocks Didn’t Care.

by Sequoia Financial Group

The Importance of Starting with a Plan

by Sequoia Financial Group

Market Commentary

Stocks Swing Wildly on Inflation Concerns and Earnings Surprises

by Sequoia Financial Group

Wealth Planning

Why Regular Financial Reviews Are Critical—No Matter Your Net Worth

by Sequoia Financial Group

The Incredible Shrinking Market: Three Decades of De-Equitization—And the First Signs of a Turn