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

Sequoia Financial Group to Acquire Affinia Financial Group, Wealth Manager Offering Specialized Planning Services to Families with Special Needs

by Sequoia Financial Group

Sequoia Financial Group to Acquire Cleveland-based Cirrus Wealth Management

by Will Gandert

Wealth Planning

The Cost of Deferring

by Heather Welsh

Wealth Planning

Required Minimum Distributions

by Liz De Nitto

Rags to Rags in Three Generations

by Sequoia Financial Group

Sequoia Financial Group to Acquire Zeke Capital Advisors, Forming Wealth Manager With $15 Billion in Client Assets

by Heather Welsh

Wealth Planning

SECURE 2.0 – What’s New for 2023 & Beyond

Sequoia Financial Group to Acquire NCA Financial Planners, Creating Wealth Manager With $10 Billion

AKRON, OHIO, NOV. 15, 2021 – Sequoia Financial Group, LLC (Sequoia), a financial planning, wealth management, and asset management firm with $8 billion in client assets, has entered into an agreement to acquire Mayfield Heights, Ohio-based NCA Financial Planners (NCA). When the deal closes, which is…

Wealth Managers Sequoia Financial Group and WEALTHSTONE ADVISORS to Merge, Jointly Overseeing More Than $7 Billion in Assets

AKRON, OHIO, AND COLUMBUS, OHIO, APRIL 20, 2021 – Sequoia Financial Group, LLC (Sequoia) and WEALTHSTONE ADVISORS (WEALTHSTONE) today announced they have entered into a definitive agreement to merge their businesses. The combined firm will be based in Akron, Ohio, and operate under the Sequoia…