All
Blog
Market Outlook
News
Community
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...
Blog On Jimmy Page's "Number One" Guitar & Today's Investment Costs Who would have guessed the legacy of one of the most iconic rock-n-roll guitars of all time started in Cleveland, Ohio?    The tale goes something...
Blog On "Five to One" & The Importance of Long-Term Emerging Market Investing Who knows what Jim Morrison, the great poet and singer-songwriter of the classic rock band The Doors, was exactly talking about when he sang the...
News Sequoia Announces Merger with LJPR Combination unites top-rated RIA firms and positions company for greater growth and sustainability. Sequoia Financial Group has announced that it...
Blog Sequoia Institutional Services Update: Delegating your 401(k) Plan Investment Management Responsibilities TODAY’S REALITY We only need to read a few books or listen to a few podcasts on personal productivity or effectiveness to realize a common theme —...
Market Outlook 2018 Quarter #3 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 Forest Fires & Fear Once a year, we take a fishing trip to the greater expanses of the northern Canadian wilderness. A 24-hour drive northwest from Cleveland, this...
Blog Private Client Update: Addressing the Challenges of Retirement Cash Flow For almost the next 15 years, every day more than 10,000 baby boomers will retire or consider retiring. The first wave of retirement for this Boomer...
Blog On Increasing the Odds of Victory-Penalty Shootouts & Global Equity Investing For even the casual sports fan, the 2018 FIFA World Cup "football" (a.k.a. soccer) tournament has been absolutely thrilling. One of the most exciting...
Blog On Thinking Vertically Picture this: It is 1609 and a new invention — the Dutch Telescope, a.k.a. the "spyglass" — is captivating audiences everywhere. Developed by...
Blog On the Most Important Macroeconomic Week of 2018 (So Far!) What a week! Many described last week's cavalcade of world economic events as the most important week of 2018, including Bloomberg. For...
Blog Family Wealth Update: Picnics & Preparedness for Your Graduate It’s a weekend afternoon and you’re overcome by the smell of fresh cut grass and burgers on the grill. Balloons are tied to mailboxes, backyard tents...
Blog On Big Wave Surfing With Rodrigo Koxa & Italian Populism Eighty feet! That is the height of a recent wave off of the coast of Nazaré, Portugal that professional big wave surfer Rodrigo Koxa successfully...
Blog On Astronaut Alan Bean & Not Panicking Astronaut Alan Bean, who recently passed away at the age of 86, was best known for being the fourth man to walk on the moon back in 1969 during the...
Blog On the 2018 Berkshire Hathaway Annual Shareholder Meeting As longtime readers know, we attend the Berkshire Hathaway shareholder annual meeting in Omaha, Nebraska, religiously every year. While we always...
Blog Wealth Planning Update: How to “Spend” Your Retirement The thought of transitioning from “saver” to “spender” can be challenging for new retirees. After decades of saving, determining how to convert that...

Pages