Sequoia Financial Group

Focus shifts to US-centric firms on possibility of tariffs:

7in 10 families tend to lose their fortune by the second generation, while 9 in 10 lose it by the third generation. Help beat the “three generations curse” and download “Family Wealth Education: A Guide to Securing Your Family Legacy” now!?

Likelihood of December rate cut falls on Powell remarks:

When philanthropy is core to a family’s overall financial plan, it can profoundly impact the people and causes a family cares about while enhancing their financial well-being long term. Read about the benefits and strategies to consider in “‘Tis the Season: Charitable Gift Considerations for Family Office Clients.”

Recently, Sequoia Investment Operations Analyst, Andy Brophy sat down with former Chief Growth Officer, Leon LaBrecque and Wealth Advisor, Scott Berry, for an in-depth conversation about economic trends, recent market moves, and what we might expect to see in the coming weeks and months following the election cycle. No one can predict the future, but this panel discussion introduced both challenges and opportunities to consider in your investment planning for 2025 and beyond. If you have questions about what we expect to see in the coming months, and how that might affect your personal financial planning and investment portfolio, reach out to open a conversation with a Sequoia Financial Advisor.

Earnings reports take a back seat to the election and the Fed:

A successful philanthropic plan doesn’t just happen. It requires deep reflection on a family’s values and careful consideration of how charitable giving can impact estate planning. Learn about the benefits of charitable giving and some strategies to think about by reading "‘Tis the Season: Charitable Gift Considerations for Family Office Clients” now!??

It’s easy to get overwhelmed when selecting healthcare benefits and wondering what the best way to save for your care is. Learn more about what you need to know about HSAs and FSAs, to help decide which is right for you and your family. Read “Know Your Options: HSA vs FSA” now.??

Helping your kids understand finance will help set them up for success AND preserve your family legacy. Learn the crucial conversations to have with your kids at the appropriate ages to help them build financial understanding by downloading “Family Wealth Education: A Guide to Securing Your Family Legacy” now!?

Should you pay off your mortgage or invest? What about your retirement, should you put extra cash toward that? What about college for your kids or loved ones? Deciding where to put extra money is challenging. Read “Choices, Choices: Should I Pay Off the Mortgage or Invest?” for a list of considerations to think through before making your decisions.