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 - Retirees
We're passionate about helping you get what you want out of life and helping you reach your retirement goals.
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 - Family Wealth
Sequoia's Family Wealth team understands the inherent complexity of considerable wealth.
The Sequoia Story
Sequoia focuses on earning trust, creating financial plans and delivering results.