Blog A Message from our CEO: Market Volatility & Covid-19 COVID-19, Oil, Interest Rates and Market Turbulence: What We Think The news presents a more disturbing picture each day, from the NBA suspension to...

Blog On the Coronavirus & the Fear of the Unknown We will admit a secret to you, dear reader. You should know this is a secret we don't share with many of our closest friends and family. We hate...

Blog Forbes.com - Coronavirus And Market Volatility: Immunizing Your 401(k)/IRA I’m sitting in Comfort-Plus on a long, completely full, and overbooked flight as all the passengers in my row are sharing squirts of hand sanitizer....

Blog Forbes.com - Another Yield-Curve Inversion: Symptom Of Covid-19 Or A Recession? On 02/25/2020 the 10-year U.S. Treasury minus the 1-year U.S. Treasury yield curve inverted (perhaps briefly), which means that the U.S. Treasury...

Blog On Neil Peart & Getting Help We lost a good one recently. Neil Peart, perhaps the greatest drummer of all time, and key member of the band Rush (a pretty good band for a bunch of...

Blog Forbes.com - The Double-Decade Anomaly: How 1960, 1980 And 2000 Might Offer Insight In 2020 We’ve stepped over the threshold of 2020 and welcomed a brand-new decade. Oftentimes, the borders of our lives are spoken in the language of time. We...

Market Outlook Sequoia Capital Markets Outlook Q1 2020 As we look into 2020, we see the possibilities of the following: Slowing economic growth in a mature global business cycle expansion U.S. central...

Blog Forbes.com - Legal And Trust Issues With IRAs Under The New SECURE Act: 6 Things To Consider The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law by President Trump on December 22, 2019. It will have a...

Blog Successful 2020 Resolutions Are the Result Of Small Good Choices As we approach the end of January, New Year’s resolutions tend to transition from steadfast commitments to invest in ourselves, to goals that we’d...

Blog Forbes.com - The SECURE Act Fixes The Kiddie Tax Glitch The SECURE Act includes some far-reaching changes to retirement, but also a relatively innocuous-looking change that can make a big difference to...

Blog On World Records & Asset Class Returns Of all the world records that were broken in 2019, there was one that was particularly impressive - at least to us. No, it was not Jennifer Aniston...

Blog Forbes.com - The Kid Roth: Build Your Child A Tax-Free Nest Egg And Teach Savings Over Spending Roth IRAs are a great option for retirement savings and will be a much more popular way to save now that the SECURE Act has been signed into law. The...

Blog How to Financially Survive the Holidays “It’s the most wonderful time of the year!” is a common phrase that sets the tone for the holiday season. With all the lights, decorations, and...

Blog Forbes.com - The Mom Roth: Intergenerational Roth Conversion After The SECURE Act The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 will radically change how we view traditional and Roth IRAs. The most...

Blog Forbes.com - The New SECURE Act Will Make Roth Strategies Much More Appealing: Here Are Five Ways To Use A Roth The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, which passed the House in a sweeping 417-3 vote, was incorporated...

Blog Forbes.com - The Roth Charity Offset: Getting More Bang Out Of A Roth Conversion It’s not a surprise to find that there are several advantages to a Roth IRA: they can grow tax-free, they are not subject to Required Minimum...

Blog Forbes.com - The SECURE Act And Your 401(k) & IRA: 5 Things You Need To Know Right Now The SECURE Act of 2019 has passed. This bill is the product of bipartisan effort, which should give thinking Americans a lead-in-the-gut realization...

Blog On the Little Drummer Boy & Keeping It Simple It's that time of the year, and holiday music is in full effect. Everyone has a favorite holiday song. "Little Drummer Boy" is one of our favorites...

Blog Forbes.com - SECURE: It’s In The Spending Bill…Somewhere On December 12, 2019, senior lawmakers announced they had reached a tentative agreement on the $1.4 trillion government spending bill. In a handshake...

Blog On Black Friday & Macroeconomic Success By most accounts, this year's "Black Friday" shopping event was a macroeconomic success. According to Adobe Analytics (which has an awesome,...

Blog Forbes.com - The Bond Market Thinks We’re Having A Recession, The Stock Market Thinks We’re Having A Party. Who’s Right? As we approach the end of the year and the decade, we have a significant divergence of opinion in the bond and stock markets about the economic...

Blog On Fishing & Investment Return Variety Juan Ponce de Leon had the right idea. After his semi-successful first exploration trip to Florida (unfortunately no Fountain of Youth was found),...

News Sequoia Recipient of WealthManagement.com Thrive Awards Celebrating America’s fastest-Growing Advisor AKRON, Ohio –Sequoia Financial Group, LLC (Sequoia), an independent financial services firm based in Akron, Ohio, has been named a recipient of...

Blog Forbes.com - Good News For You And Your IRA: The IRS Thinks You Will Live Longer IRA Required Minimum Distribution (RMD) math is complex and serious. Owners of IRAs must take a distribution starting no later than the April 1 of...

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