Blog Forbes.com - wo Big Tax-Savings Ideas Before Year-End: Save Taxes And Do Good I think we all wish we could have $10 for every time the word ‘unprecedented’ is used in 2020. It’s been a year of incredible upheaval and rapid...

News Sequoia Named One Of America's Best RIA Firms In 2020 By Barron's Sequoia Named One Of America's Best RIA Firms In 2020 By Barron's AKRON, Ohio –Sequoia Financial Group, LLC (Sequoia), an independent financial...

Blog Teaching Your Children About Money in Today's Digital World I remember at an early age my father saying that money doesn’t grow on trees… if I told my children that today, they would reply “Why would anyone...

Blog On Full Moons Just when you thought 2020 could not get weirder, it does. The month of October has TWO full moons: the fall harvest moon on October 1st and a very...

Blog Forbes.com - How Biden’s Tax Plan Might Increase Taxes On Business Owners By 60% Or More November 3, 2020 means a lot to all Americans, but this election may have especially significant impact on business owners. This blog is not intended...

Blog Forbes.com - Doubling Up CARES Business Stimulus: PPP, NOL, And Other Planning Opportunities The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by Congress with overwhelming support and was signed into law by President...

Blog On Being "Right Back Where We Started From" Ooh, and it's alright and it's coming along We gotta get right back to where we started from Love is good, love can be strong We gotta get right back...

Blog Strategies for Transitioning a Family Business As a family business owner, there comes a time when you must decide when and how to step away from the business. There are several estate and tax...

Blog Capital Markets Outlook Q3, 2020 Given the combination of (1) significantly diminished global growth due to the recession from the COVID-19 pandemic, (2) a strong U.S. and global...

Blog Diversifying Your Retirement Nest Egg - Think Beyond Asset Allocation As you think about retirement, you may have a vision of what that looks like for you, but how do you pursue that vision? Social Security may not...

Blog Retirees in 2020 - an Opportunity to Unwind Legacy Stock Holdings 2020 was a massive year of change, especially for retirees, but with change comes opportunity. Retirees should review their situation carefully – the...

Blog On New Galactic Discoveries & Political Regime Investment Returns Just when you thought astronomers had seen it all, something comes along that cannot be explained by the traditional body of science. A group of...

Blog What to Do with Your Unwanted "Required" Minimum Distributions When you consider your retirement income sources, Social Security and traditional pension plans often come to mind. With more employers making use of...

News Sequoia Financial Group Partners With Kudu Investment Management To Buttress Continued Growth NEW YORK and AKRON, OHIO, July 7, 2020 – Sequoia Financial Group, LLC (Sequoia), a registered investment advisor with $4.7 billion in client assets,...

Blog On Sky Brown & The Economic Recovery Sky Brown is incredible. She is 11 years old and the youngest professional skateboarder in the world. She is sponsored by Nike, which also makes her...

Blog Securing the Post-Retirement Life You Imagined In today’s world everyone is nervous about retirement. I get it. The assurance and confidence previous generations enjoyed are not necessarily part...

Blog Forbes.com - What Difference Does It Make? The Paycheck Protection Program Flexibility Act Of 2020 (PPPFA) On June 5, 2020, the Payroll Protection Program Flexibility Act of 2020 (PPPFA) became law. All the Paycheck Protection Program (PPP) rules and false...

Blog Hidden Stimulus In The CARES Act For Businesses: Net Operating Loss Carrybacks Can Bring Sweet Returns As we move through the economics of the pandemic and the resulting massive and complex stimulus, one rather innocuous-sounding provision may be a...

Blog Work Hard, Play Hard & Do Both Responsibly Summer weather is here, the sun is shining, and we’re ready to have some fun! We’ve been battling through quarantines, covid-19, video meetings, and...

Blog Forbes.com = Making The Decision To Work Or Retire: Defined Benefit Plans The COVID-19 crisis has complicated the employment situation for many Americans. Many companies are trimming their workforce, and some will offer...

Blog The Secret to Debt Payoff “There are decades where nothing happens; and there are weeks where decades happen.” - Vladimir Ilyich Lenin Life is constantly changing, and...

Blog Understanding the Basics of Portfolio Management What comes to your mind when someone mentions the 3Rs? Is it “Reading & ritin’ & rithmetic” as sung to the tune of School Days? (The...

Blog Forbes.com - We’re Not All Going To Get COVID-19, But We Are All Going To Pay For It The COVID-19 crisis has shaken the economic landscape of nations on a global scale. In the United States, our economic response has created a...

Blog Finding Opportunity During a Global Crisis The rapidly evolving coronavirus (COVID-19) crisis is creating challenges across our world. With all the tragic things that are happening as a result...

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