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Blog Family Wealth Update: You’re the Named Trustee–Now What? “My brother passed away a few weeks ago. He had created three trusts, one for each of his young adult children, and named me as his successor trustee...
Blog On Monopoly & Making Asset Allocation Great Again Here is something you may find hard to believe: the inventor of the fantastic board game Monopoly was, in fact, an anti-monopolist! Elizabeth Magie...
Blog Tax Reform Watch: Congress Passes Sweeping Tax Reform Bill On December 20, 2017, the House passed the reconciled tax reform bill, which the Senate passed the previous day. Currently awaiting the president’s...
Blog Institutional Services Update: What’s Missing to Create a 401(k) Participant Revolution? As we grow older and supposedly wiser, we find that “the important often gives way to the urgent” during our working years. We focus our attention on...
Blog On the Tax Cut Deal Looks like tax cut legislation is just about a done deal. And sometimes a bad deal is better than no deal. Now that both the House of...
Blog Wealth Planning Update: 2017 Year-End Personal Tax Planning Tips The opportunity to implement many tax-saving strategies closes on December 31, so it's important to consider them now while there's still time to...
Blog On Fishing in the Florida Keys & Investment Success Every hardcore fishing angler knows the Florida Keys is the sport fishing capital of the world. The 125-mile-long archipelago curves westward from...
Blog On Blade Runner & Financial Conditions The original Blade Runner* is one of the best sci-fi films of all-time and one of our all-time favorites. Released in 1982 and set in 2019(!), the...
Market Outlook 2017 Quarter #4 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 Black Monday October 19, 1987 Can you imagine the U.S. equity market falling over 20% in one day? It is easy for those that remember "Black Monday," which happened 30 years ago...
Blog Private Client Update: Tips for Selecting Your All-Star Team When I was 11 years old, I played Little League baseball in Canton, Ohio. Any player in the league who hit a home run received a 6-pack of Coca-Cola...
Blog On Rock-n-Roller Tom Petty & Economist Richard Thaler When your author first met his wife 14 years ago, one of the first questions she posed that evening was who would perform for your very own personal...
Blog On Book Titles & Tax Reform Great book titles suck you in. Think about it. You are more likely to read "Something Wicked This Way Comes" by Ray Bradbury just to know about the...
Blog On Streaks & the Current U.S. Equity Market Before losing to the Kansas City Royals on September 15th, the Cleveland Indians won 22 straight Major League Baseball games! Think about that for a...
News John Marchand Joins Sequoia Financial Group Sequoia Financial Group, LLC (Sequoia), an independent financial services firm based in Akron, Ohio, welcomes their newest hire, John Marchand, CFP...
Blog Asset Management Update: The (Relative) Attractiveness of Investing in Stocks Now In our recent blog post on “To Buy or Not to Buy,” we pointed to the dichotomy between today’s U.S. stock market highs and recent headlines...
News Sequoia Awarded With Cascade Capital Business Growth Award Sequoia Financial Group, LLC (Sequoia) has been honored as a 2017 Cascade Capital Business Growth award recipient. The award recognizes companies...
News Sequoia Ranks among Top RIAs Nationally Sequoia Financial Group, LLC (Sequoia), an independent financial services firm based in Akron, Ohio, was listed on Financial Advisor’s 2017 list of...
Blog On Hurricanes & Making It Through Our hearts go out to our clients, friends and everyone impacted by the recent tragedies of hurricanes Harvey and Irma. We send our best wishes not...
News Sequoia Financial Group Welcomes Three New Hires Sequoia Financial Group, LLC (Sequoia), an independent financial services firm based in Akron, OH recently added three new full time employees....
Blog On Einstein & Compounding   Albert Einstein did not wake up one day and decide to figure out his groundbreaking theory of relativity. He did not get out of bed, grab a cup of...
Blog On Hannibal & International Equities There are two types of people in the world: those who know about the Battle of Cannae and those who do not. And there are two types of the former:...
Blog To Buy or Not To Buy — Is Not the Question With the stock market seemingly reaching new highs on a daily basis, so too does the anxiety of many investors. Economic numbers at home and abroad...
Blog On Geopolitical Events & Subsequent Capital Market Reactions Last week capital markets finally started to pay attention to North Korea. It was only a matter of time after the totalitarian dictatorship...

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