Ring the bell...we have another RIA hitting the $10bb AUM level as Sequoia Financial Group is set to acquire another Ohio-based RIA, $1.7bb NCA Financial Planners. Story by Ian Wenik Congrats Thomas Haught & team. citywireusa.com/registered-inv…

Sequoia Financial Group to become a $10B RIA - a larger seller solving for succession. barrons.com/advisor/articl…

‘Certainly something happened with scale through Covid which did accelerate this consolidation phase,’ he said. ‘Maybe we wouldn’t be here November 13th, 2021, but I think our paths were destined to cross.’ Ian Wenik @kevinmyeroff Sequoia Financial Group loom.ly/9cnXJ5k

Here's a recap of Cohen & Co's 2021 CPE Day.

As the #Thanksgiving holiday approaches, many are looking for ways to help out their favorite charities. Here are several charitable gifting strategies to consider with varying tax benefits: cnbc.com/2021/11/19/how… #philanthropy #charitablegiving #sequoiafin

Congratulations to last month's employee REDWOOD Award winner, Kendra Coon! Kendra worked nearly 24-7 to get us set up and ready for Sequoia Synergy, our firmwide event in September and saw to every detail from arrival to departure. #sequoiafin #employeeaward

With tax law changes on the horizon, it's time to maximize year-end giving strategies to offset capital gains. Hear from Leon LaBrecque on 4 strategies and how to make the most of them: forbes.com/sites/leonlabr… #charitablegiving #taxlaw #sequoiafin

We are excited to share that Sequoia Financial Group has been named a 2021 Weatherhead Top 100 Fastest Growing Company in NE Ohio! We're incredibly thankful for the growth we've experienced over the past five years. Read more: sequoia-financial.com/news/sequoia-l… #NortheastOH Weatherhead School

In the spirit of a new year around the corner and new beginnings, Jared Cox of Sequoia Financial Group shares tips on making your money work for you in retirement by prioritizing your dollars and setting yourself up for foundational financial success. cohencpa.com/insights/artic…

#Congratulations to Loren Shatten, this month's Employee REDWOOD Award winner! Thank you for going above and beyond last month with your efforts streamlining open enrollment and compensation recommendations on top of your normal HR duties! #employeeappreciation #sequoiafin

When planning for #retirement, have you factored in longevity? The fact that you could live a lot longer than you think can be a major source of retirement uncertainty. Here are some simple tips on planning for a longer retirement: forbes.com/advisor/retire… #sequoiafin

According to a recent survey by the National Federation of Independent Business, business owners have cited #inflation as the single greatest pain point. Her are several actionable items for business owners to consider: sequoia-financial.com/blog/conversat… #sequoiafin #businessowners

Congratulations to Kevin Myeroff who was named to Cleveland Magazine’s 2022 edition of The Cleveland 500 List! The award profiles the leaders, doers, decision makers, idea generators and visionaries who are shaping Northeast Ohio. sequoia-financial.com/news/kevin-mye…

Inflation is a source of pain for many business owners right now. Soaring prices are negatively impacting almost every industry. Do you have the tools to combat it? Al Yambor of Sequoia Financial Group tells you six areas to focus on in light of the economic backdrop. cohencpa.com/insights/artic…

Being proactive about your tax planning is key to building your wealth. Here are six ways high-income Americans can reduce their tax bill by navigating the IRS tax code: forbes.com/sites/davidrae… #wealthplanning #financeandeconomy #taxplanning #taxlaw #sequoiafin

#BusinessOwners face a different set challenges and more options when planning for retirement. Here's once concept to consider that allows business owners to sell their business up front yet spread out most of their taxes: forbes.com/sites/stevepar… #retirement #sequoiafin

The attention of the world is focused on the Russia/Ukraine conflict. We are especially troubled by the potential human tragedy, but also feel it's important to examine the possible impact across the economic landscape. A special message from our CIO: sequoia-financial.com/market-outlook…

Congratulations to Heather Welsh, one of the recipients of The American College of Financial Services ’s inaugural #WomenWorkinginWealth Awards! Learn more about how Heather is leading the way for women in financial services. #financialservices #womenworkinginwealth sequoia-financial.com/news/heather-w… #sequoiafin

Congratulations to Sequoia's Vice President, Wealth Planning Department Leader Heather Welsh!

IBonds: What you should know now. Leon LaBrecque, JD, CPA, CFP®, CFA breaks it down sequoia-financial.com/blog/i-bonds-t…