SEQUOIA INSIGHTS

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

Featured Insights

by Sequoia Financial Group

Love and Legacy: Financial Planning for a Blended Family

Wealth Planning

The Modern Wealth Management Playbook for Business Owners

Insights, Wealth Planning

Tax-Aware Investing in a Changing Policy Landscape

Market Commentary

2026 Off to Solid Start Despite Mixed Reception to Mag 7 Earnings

Insights, Wealth Planning

It’s February, And You Haven’t Started Tax Prep Yet: What to Do Now

by Sequoia Financial Group

Art, Wine, and Collectibles: What to Consider When Building a Luxury Collection

by Sequoia Financial Group

Market Commentary

Markets Brace for Historically Rocky September

by Sequoia Financial Group

The Power of Compound Interest: One of Your Allies in Building Long-Term Wealth

by Sequoia Financial Group

Market Commentary

NVIDIA’s Earnings Cause Indigestion for AI Stocks

by Sequoia Financial Group

Navigating 2026 Tax Changes: Strategic Opportunities for Families With Loved Ones Who Have Special Needs

by Sequoia Financial Group

Market Commentary

Powell’s Speech Stokes the Markets

by Sequoia Financial Group

Keeping Calm and Carrying On: How Behavioral Finance Can Help You Navigate Market Volatility

by Sequoia Financial Group

Year-end Planning Strategies for Grandparents of People With Special Needs

Sequoia Financial Group to Acquire The Martin Worley Group, Utah-based Wealth Manager

AKRON, Ohio, Aug. 20, 2025 /PRNewswire/ — Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $27.6 billion in assets under management as of June 30, 2025, today announced it has reached an agreement to acquire The Martin Worley Group (MWG), a wealth manager based in Cottonwood Heights, Utah, part…