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Blog Wealth Planning Update: Roth Conversions – The Tax Tradeoff As many individuals become more concerned about the impact of taxes in retirement, Roth IRAs present a unique retirement vehicle to consider....
Blog On Elvis Presley & U.S. Equity Valuations The mythical film exists somewhere, though nobody is quite sure where. Maybe it's buried deep in a big record company's vault or in someone's...
Market Outlook Sequoia Capital Markets Outlook Q1, 2019 Given the combination of (1) slowing global economic growth; (2) sensible monetary policy support by central banks in the U.S., Europe and Japan; and...
News 2019 Outlook Video What's in store for 2019? Our Chief Investment Officer, Russell Moenich, and Chief Growth Officer, Leon LaBrecque, take a deeper look at where we...
Blog On John Bogle We lost a good one this month. John Bogle, the founder and spiritual leader of powerhouse investment firm The Vanguard Group, was maybe better known...
Blog Private Client Update: Annual Bonuses — Hack Your Happy & Be a Better Spender It’s that time of the year again, and a lot of employees have either received their annual bonus or are anticipating getting one. A little extra pay...
Blog On Senna, the First Lap at Donington & Wealth Planning Success Ayrton Senna is a legend in the rarefied world of Formula One (F1) racing. He won three world championships before a fatal crash took his life all...
Blog On Palessi & Stock Market Bargains Thorstein Veblen, one of our least favorite 19th century economists, was right about one thing: people will pay stupid high prices for stuff just to...
Blog Family Wealth Department Update: It’s the Most Wonderful Time of the Year… For Planning “It’s the most wonderful time of the year.” Andy Williams, Amy Grant, Pentatonix and a myriad of other musical artists remind us of this as we hear...
Blog On Drawish Events Have you ever felt like things are looking "drawish"? Not even sure what the word means? Drawish is a technical term in a chess match where the...
News Kantra Joins Sequoia Financial Group Sequoia Financial Group, LLC (Sequoia), an independent financial services firm headquartered in Akron, Ohio, welcomes their newest hire, Al Kantra,...
Blog On the Khumbu Icefall & the Investment Horror Chamber of 2018 Climbing Mount Everest is hard. Getting up and summiting 29,000 feet above sea level over grueling terrain, harsh weather conditions and the shear...
Blog Wealth Planning Update: Don’t Save More… Spend Less More often than not, retirement advice focuses on some variation of needing to save and invest a percentage of your income on an ongoing basis. What...
Blog On Caddyshack & Household Income So much can go into the interpretation of any great work of art. For instance, consider the important and brilliantly executed cinematic work...
Market Outlook Sequoia Capital Markets Outlook Q4, 2018 Given the combination of (1) stable but slowing global economic growth; (2) sensible monetary policy support by central banks in the U.S., Europe and...
Blog On The Delaware River & Midterm Elections While we are huge fans of George Washington (one of the true GOATs – Greatest of All Time), we were even bigger fans of him after reading David...
Blog On Getting Shredded As long-time readers know, we are big fans of the art world (see here, here and here as examples). By no means are we experts, but we do like to...
News Annie McCauley honored as Notable Woman in Finance We are proud to recognize our own Annie McCauley as a Crain’s Notable Women in Finance in 2018. Congratulations, Annie! Read more in Crain's...
Blog Private Client Update: The Unified Field Theory of Creep & Market Expectations The Federal Reserve raised the Fed Funds Rate in September to its highest level in 10 years, but the stock market hardly reacted at all. And it will...
Blog On Aliens & the Signal-to-Noise Ratio British science fiction writer Arthur C. Clarke said “Two possibilities exist: either we are alone in the universe or we are not. Both are equally...
Blog Private Client Services Update: The Cleveland Browns & the Importance of Having a Plan On September 20, 1970, the Cleveland Browns played Joe Namath and the New York Jets on what was the first-ever edition of Monday Night Football. The...
Blog On Plants & Asset Allocation While we tend to think of plants as overly passive life matter that look good and give us and other animals life-sustaining oxygen and a natural food...
Blog On Apples & Asset Class Returns Finally. The Gala apple is now poised to be the most popular American apple, beating out the Red Delicious apple (an inferior apple to both the Gala...
News Sequoia Earns Spot On Inc. 5000 for 2018 AKRON, Ohio –Sequoia Financial Group, LLC (Sequoia), an independent financial services firm based in Akron, Ohio, earned a spot on Inc. Magazine’s...

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