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Blog On Forest Fires & Fear Once a year, we take a fishing trip to the greater expanses of the northern Canadian wilderness. A 24-hour drive northwest from Cleveland, this...
Blog Private Client Update: Addressing the Challenges of Retirement Cash Flow For almost the next 15 years, every day more than 10,000 baby boomers will retire or consider retiring. The first wave of retirement for this Boomer...
Blog On Increasing the Odds of Victory-Penalty Shootouts & Global Equity Investing For even the casual sports fan, the 2018 FIFA World Cup "football" (a.k.a. soccer) tournament has been absolutely thrilling. One of the most exciting...
Blog On Thinking Vertically Picture this: It is 1609 and a new invention — the Dutch Telescope, a.k.a. the "spyglass" — is captivating audiences everywhere. Developed by...
Blog On the Most Important Macroeconomic Week of 2018 (So Far!) What a week! Many described last week's cavalcade of world economic events as the most important week of 2018, including Bloomberg. For...
Blog Family Wealth Update: Picnics & Preparedness for Your Graduate It’s a weekend afternoon and you’re overcome by the smell of fresh cut grass and burgers on the grill. Balloons are tied to mailboxes, backyard tents...
Blog On Big Wave Surfing With Rodrigo Koxa & Italian Populism Eighty feet! That is the height of a recent wave off of the coast of Nazaré, Portugal that professional big wave surfer Rodrigo Koxa successfully...
Blog On Astronaut Alan Bean & Not Panicking Astronaut Alan Bean, who recently passed away at the age of 86, was best known for being the fourth man to walk on the moon back in 1969 during the...
Blog On the 2018 Berkshire Hathaway Annual Shareholder Meeting As longtime readers know, we attend the Berkshire Hathaway shareholder annual meeting in Omaha, Nebraska, religiously every year. While we always...
Blog Wealth Planning Update: How to “Spend” Your Retirement The thought of transitioning from “saver” to “spender” can be challenging for new retirees. After decades of saving, determining how to convert that...
Market Outlook 2018 Quarter #2 Given the combination of (1) accelerating global economic growth; (2) sensible monetary policy support by central banks in the U.S., Europe and...
Blog On Investing and the NFL Draft The annual NFL draft starts on Thursday, April 26. Over the course of several days, NFL teams will select eligible players they believe will help...
Blog 3 Planning Techniques That Can Help Protect Your Assets Accumulating and retaining sufficient assets that can provide for a lifetime of living expenses, medical care and other financial goals is at the...
Blog On Asteroids & Weekly Volatility That was close! An asteroid the size of a football field buzzed the Earth on Sunday, April 15, and astronomers detected it only a few hours before...
Blog Sequoia Viewpoint 2018 Each year we reflect on how privileged we are to have so many enduring relationships with our clients, in the community and within the industry we...
Blog On the Hardest Question Ever & Diversified Portfolios "Oh man! Are you kidding me?" That was our response to one of the most difficult questions EVER posed to us. A question that forced us to dig deep...
Blog On T.S. Eliot & Jerome Powell Twentieth-century modernist poet and Nobel Laureate T.S. Eliot inverts the typical notion of the start of spring in the opening stanza of his...
Blog Tax Cuts & Jobs Act: Planning Strategies for Businesses Overview The Tax Cuts and Jobs Act (TCJA) was signed into law on December 22, 2017. The centerpiece of the legislation is a permanent reduction of...
News Matthew Pullar Joins Sequoia Financial Group AKRON, Ohio – Sequoia Financial Group, LLC (Sequoia), an independent financial services firm based in Akron, Ohio, welcomes their newest hire,...
Blog On Trade Tariffs & Not Learning from History We recently asked an expert historian colleague what lessons he learned from his 40-plus years of studying geopolitical history. Without missing a...
Blog Private Client Update: On Pizza and the Fiduciary Standard Every so often I experience one of those moments where I find myself asking colleagues or friends: “Could you have even IMAGINED this happening 10...
Blog 5 Strategies for Tax-Efficient Charitable Giving Most people know that when they make a charitable gift and itemize their tax deductions the federal government is subsidizing that gift. What is less...
Blog On Wine & Long-Term Returns We will admit it — we enjoy wine. Though it is known as the "drink of the gods" and some bottles command insane prices, we mere mortals look for...
News Sequoia Financial Group Announces Promotions Sequoia Financial Group is pleased to announce multiple promotions:  SENIOR ASSOCIATE Taylor Papiernik | Akron, OH MANAGER Sara Gans | Akron, OHHenry...

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