SEQUOIA INSIGHTS

Updates, news, articles and timely market analysis from Sequoia Financial Group.

Featured Insights

by Sequoia Financial Group

Market Commentary

Equities Edge Higher as Holiday Spending Shows Resilience

Market Commentary

Nvidia Earnings Fail to Quell AI Doubts

Market Commentary

End to Shutdown Overshadowed by Rate-Cut Concerns

Setting (and Sticking To) Your Financial Goals in 2026

Year-end Tax Planning Checklist: How Sequoia Helps You Prepare for a Strong Start to 2026

by Sequoia Financial Group

Market Commentary

‘The Time Has Come’ for Interest Rate Cuts

by Sequoia Financial Group

Budgeting Best Practices

by Sequoia Financial Group

Market Commentary

Cooling Inflation Provides Needed Relief for Stocks

by Sequoia Financial Group

Market Commentary

Market Swoon Triggered by Recession Fears

by Sequoia Financial Group

Thought Leadership

The Great Wealth Transfer: Cementing Your Legacy While Keeping Your Shirtsleeves

by Sequoia Financial Group

Summer Swoon Continues Despite Positive Words from Fed

by Sequoia Financial Group

Identity Theft: Prevention, Warning Signs, and Actions to Take if Your Identity Was Compromised

Sequoia Financial Group Acquires Karpas Strategies; Wealth Manager Will Become Part of the Sequoia Sentinel Family Office

AKRON, Ohio, July 31, 2024 – Sequoia Financial Group, LLC (Sequoia Financial), a top SEC-registered wealth manager with more than $19.3 billion in assets under management as of June 30, 2024, today announced that it has acquired Karpas Strategies, LLC (Karpas Strategies), an independent investment manager…

by Sequoia Financial Group

Market Commentary

Weak Earnings Reports and Mixed Economic Data Result in a Rise in Volatility