All
Blog
Market Outlook
News
Community
News Don Laubacher honored by northern Ohio Charitable Gift planners Sequoia Financial Group is pleased to announce that Don Laubacher, Senior Vice President, Family Wealth has been honored by the Northern Ohio...
Market Outlook Sequoia Capital Markets Outlook Q2, 2019 Given the combination of (1) slowing economic growth in a mature global business cycle expansion, (2) sensible monetary policy support by central...
Blog FORBES.COM - New Proposed Stretch IRA Rules Will Have A Big Effect On IRAs And It Could Cost Your Kids Thousands On March 29, the House Ways and Means Committee unveiled HR 1994, or the SECURE (Setting Every Community Up for Retirement Enhancement) Act. This is...
Blog Wealth Planning Update: Is It Time For A Bifurcated Trust? The corporate trustee world is undergoing a quiet transition away from the all-in-one financial institutions that bundle trust administration and...
Blog On (Yield) Curves Anish Kapoor makes some cool curves. Kapoor, a world-renown sculptor who was awarded the Turner Prize in 1991 and received a British knighthood in...
Blog On Individualism versus Synergy This blog is part of a series on Sequoia’s values. This segment is from our Chief Growth Officer, Leon LaBrecque.   “You have not lived today until...
Blog Are Changes to Retirement Savings Options and IRAs on the Horizon? Many Americans face challenges securing their retirement within the vast complexities of retirement plans, like 401(k) or 403(b) plans and individual...
News FORBES.COM - Recessions And Yield-Curve Inversion: What Does It Mean? There’s a lot of chatter about the inversion of the yield curve and how it’s an indicator of an impending recession. To better understand, let's take...
News FORBES.COM - What Is A Recession Anyway?  Everyone is interested in a glimpse into the future, wondering when the next recession will hit, but when it comes to recessions, you can learn a...
Blog Sequoia 2018 Viewpoint Brochure At Sequoia Financial Group, we are constantly raising the bar for our employee performance, technological advancements and for our clients. We are...
Blog On Tanitoluwa Adewumi & Undefeated Records Tanitoluwa Adewumi is a chess force to be reckoned with.                  Long-time readers know we are big fans of chess (see here and here). Over...
News Sequoia Financial Group Announces Promotions Sequoia Financial Group is pleased to announce multiple promotions. SENIOR ASSOCIATE Kyra Huang| Tampa, FL MANAGER Paige Bolon | Akron, OH Ryan...
Blog Private Client Update Tax-Bracketology: Are Your (Tax) Brackets Ready for March Madness? We are not strangers to the excitement (and sometimes disappointment) that comes along with March Madness basketball contests. A few years back, it...
Blog On Periodic Tables This past week celebrates the 150th anniversary of the Periodic Table of Elements, that wonderful and neatly organized piece of wall art in every...
Blog On Hard & Soft Landings We learned something interesting on a recent flight from Cleveland, OH to NYC. Those readers who live in the upper Midwest may recall the crazy winds...
Blog On the American Tailwind   The 2018 Berkshire Hathaway shareholder letter — authored by legendary super-investor Warren Buffett — is always a must-read. However, this year...
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...

Pages