Sequoia Investments and Insights

Episode 17: Smart Things To Do While Quarantined At Home

Join Sequoia advisor Sara Gans and Chief Growth Officer, Leon LaBrecque as they discuss smart...

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Episode 17: Tips In Turbulent Times: Tax Loss Harvesting

This is the first episode of Sequoia's special edition mini-series, "Tips in Turbulent TImes"...

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Episode 16: Making Charity A Part Of The Sale Of Your Business

Join Sequoia's Sequoia's Senior Vice President of Family Wealth, Don Laubacher to learn how to...

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Episode 15: Building Your Emergency Fund

Join Sequoia advisor Alex Rupert for this episode on using a Roth IRA as an emergency fund. Alex...

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Episode 14: Recession Opportunities for Individuals

Join Sequoia's Leon LaBrecque and Noel Villajuan as they discuss how to create opportunities for...

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Episode 10: What is A Recession?

Join Sequoia's Leon LaBrecque and Noel Villajuan to learn about recessions and what they could...

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Episode 11: What Triggers a Recession?

Join Sequoia's Leon LaBrecque and Noel Villajuan as they continue their conversation on...

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Episode 12: History of Recessions

Sequoia's Leon LaBrecque and Noel Villajuan discuss the differences in previous recessions, and...

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Episode 13: Recession Opportunities for Business Owners

Join Sequoia's Leon LaBrecque and Noel Villajuan to discuss recession opportunities for...

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Episode 8: Episode 8: Is FinTech Useful?

In this podcast, Alex Rupert with Sequoia Financial Group, will be discussing “Finance Apps”,...

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Episode 7: 5 Estate Planning Basics Everybody Should Consider

Join Sequoia's Senior Manager of Wealth Planning, Michael Baker for five estate planning basics...

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Recession Opportunities Kit - Live Presentation Recording

Getting Ready for a Recession Means Being Prepared. Recessions happen because good times cause...

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Episode 6: Episode 6: Selecting Your Financial All-Star Team

Although many different labels are used, there are really just three types of financial advisors...

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Episode 9: Professional Designations or Alphabet Soup?

I’m Alexis Cavanagh with Sequoia Financial Group, here to talk about the different professional...

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Episode 7: Episode 7: The Bitcoin Craze

The Bitcoin Craze Cryptocurrency, and Bitcoin in particular, has been called everything from...

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Episode 5: Episode 5: Loopholes and Life Expectancy

get asked all the time about the “best timing” and claiming strategies for social security....

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Episode 4: Episode 4: Better Servicing Our Clients with Innovative Technology

Sequoia's Trevor Chuna and Megan Howell discuss how our latest technology updates are helping us...

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Episode 3: Serving as Trustee of a Trust

Serving as trustee can cause anxiety because many individuals do not have much experience with...

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Episode 2: 10 Wealth Planning Targets

Join Sequoia's wealth planning director, Heather Welsh, as she discusses 10 wealth planning...

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Episode 1: Triumph of the Optimist

Russell Moenich, Chief Investment Officer, for Sequoia Financial Group discusses a fantastic book...

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