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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...
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...

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