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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...
Blog On Lincoln, Wrestling & Tariffs Abraham Lincoln was known for a bunch of great and amazing things: serving as the 16th President of the United States, preserving the Union through...
Blog On Getting Back Up You remember the great scene in Rocky (the original film) when the young boxer Rocky Balboa, beaten and battered to a pulp through thirteen-and-a-...
Blog Asset Management Update: Exploring Bonds and Bond Funds in the Face of Rising Interest Rates For a number of years we have been discussing the interest rate environment, commenting on the low rates and having discussions regarding when and...
Blog On Going Downhill (Mountains & Markets) When you are staring down from the top of a mountain (in this case it was Tamarack Mountain in Idaho), you generally have two choices of how to ski...
News Sequoia Financial Group Named to Top 100 Advisors Sequoia Financial Group was named to the Top 100 Advisors in Plan Adviser Magazine. This list includes advisers who reach the top of their respective...
Blog On Leonardo Da Vinci & Macroeconomic Curiosity Leonardo Da Vinci was a curious guy. Yes, he painted two of the most famous paintings in history — The Last Supper and the Mona Lisa — but he was...
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...

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