Tax Planning Update: Radical Change On The Horizon
Leon LaBrecque and Heather Welsh focus on the key differences between the President Biden's tax plan, and the proposal...
Financial Market Trends & Insights for Q1 2021
We discuss current trends in the markets and what we might expect to see in the coming weeks.
10 Financial Planning Ideas for the Remainder of 2020: December 2020
We teamed up with Cohen...
Teaching Kids About Money: October 2020
Learn tips on teaching your kids about money in today's digital world.
A Message to our Clients on Gratitude
Tom Haught, President...
Haught Topics - Client Experience
Hear all about why Sequoia is focusing efforts on our client experience project in this episode of Haught Topics.
Economic Summit On The Election & Economy With Greg Valliere: September 2020
Washington insider, Greg Valliere offers analysis on the U.S economy and more.
Haught Topics - Wealth Planning
On today's episode of Haught Topics, hear about why wealth planning is at the core of what Sequoia does.
Sequoia Wealth Builders
Learn about WealthBuilders: a collaborative, holistic, approach to comprehensive financial planning.
Charitable Giving in a Changing Landscape: August 2020
Sequoia partners with the Akron Community Foundation to discuss how to optimize your charitable impact.
Swipe Right: Real Life Financial Planning: July 2020
No matter where you find yourself in your journey, there will always be a ‘next step' in financial planning.
Highlights of the CARES Act & Financial Markets: June 2020
Join Sequoia for a virtual roundtable on the CARES Act and financial markets.
Hidden Stimulus: June 2020
Learn about Net Operating Loss and Excess Business Loss Limitations with guests from Cohen...
Living a Rich Life: Investing in What Matters: June 2020
Learn how you can you can live a 'rich' life by reconciling your financial choices with your values, wants and dreams.
Estate Planning Opportunities in Turbulent Times: May 2020
Get an inside look at Estate Planning in the midst of the COVID-19 pandemic.
Guns & Hoses - MPFFU Retirement Planning: May 2020
Sequoia's Guns & Hoses team hosts a live webinar for MPFFU members focused on retirement planning.
The Shape of Economic Recovery: May 2020
Here's an update on what the shape of economic recovery could look like during and after the current COVID-10 pandemic.
Down Market Strategies & Tactics: April 2020
Learn strategies you can use to best position yourself and your family or business during a down market or recession.
2019 Market Outlook
Here's what's happening in the financial markets during Q1 of 2019. Recorded January 2019.
The Sequoia Story - Family Wealth
Sequoia's Family Wealth team understands the inherent complexity of considerable wealth.
The Sequoia Story - Business Owners & Professionals
Whether you're just starting out, passing down your business or planning for your future, our team is here every step...
The Sequoia Story - Retirees
We're passionate about helping you get what you want out of life and helping you reach your retirement goals.
The Sequoia Story
Sequoia focuses on earning trust, creating financial plans and delivering results.