SEQUOIA INSIGHTS

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

Featured Insights

by Sequoia Financial Group
Market Commentary

Fed Rate Cut Pushes Stock Benchmarks to Fresh Highs

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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
Insights

Setting (and Sticking To) Your Financial Goals in 2026
M&A

Sequoia Financial Group to Acquire The Martin Worley Group, Utah-based Wealth Manager

AKRON, Ohio, Aug. 20, 2025 /PRNewswire/ — Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $27.6 billion in assets under management as of June 30, 2025, today announced it has reached an agreement to acquire The Martin Worley Group (MWG), a wealth manager based in Cottonwood Heights, Utah, part…
by Sequoia Financial Group
Insights

The Importance of Working With a Fiduciary Financial Advisor

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by Sequoia Financial Group
Market Commentary

Tame Consumer Inflation Spurs S&P 500 to New Highs

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by Sequoia Financial Group
Insights

Strategic Giving: How QCDs and DAFs Can Elevate Your Financial Plan

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by Sequoia Financial Group
Market Commentary

Equities Recover from Last Week’s Soft Jobs Report

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by Sequoia Financial Group
Insights

Cybersecurity Threats Are On The Rise: What You Need to Know to Protect Your Family

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by Sequoia Financial Group
Market Commentary

Equities Decline on Surprise Labor Market Weakness

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by Sequoia Financial Group
Insights

The Five Factors of Special Needs Financial Planning

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by Sequoia Financial Group
Market Commentary

Stocks Extend Rally on Trade and Earnings Positives

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