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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...
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...

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