01/25/2014
Sequoia Financial Advisors - together with David Dorn, of The Dorn Agency - is sponsoring a luncheon to discuss the Affordable Care Act (ACA), Health Care Exchanges, and important implications for individuals and businesses.
Here’s a copy of the recent article which David, and his daughter Kristin, recently published in Arizona Foothills Magazine.
http://www.arizonafoothillsmagazine.com/features/health/5987-what-the-affordable-care-act-obamacare-means-for-arizona-residents-.html
What the Affordable Care Act, ‘Obamacare’ Means for Arizona Residents
The frustration is mounting with health insurance. The website is a mess. The premiums are higher than many expected. And there’s a lot of misinformation out there, which is not making it any easier. Here are the highlights of what Arizonans need to know about health insurance changes.
11/20/2013
The second issue of our Participant Newsletter is now available. Take a look! http://www.sequoiaadv.com/participant-newsletter/december-participant-newsletter/
December Participant Newsletter
CLICK TO VIEW our December 2013 Participant Newsletter or click the image below
09/27/2013
Take a look at the first issue of our retirement newsletter! Our goal is to provide you with brief articles and information that will help you build a strong financial future.
http://www.sequoiaadv.com/participant-newsletter/september-participant-newsletter/
September Participant Newsletter
Click to view our September 2013 Participant Newsletter or click the image below
08/16/2013
Check out our latest economic update! http://www.sequoiaadv.com/market-commentary/2nd-quarter-economic-review/
2nd Quarter Economic Review
Market Review Most global markets saw negative returns for the quarter amid uncertainty surrounding economic growth and central bank policy. The US was one of the standout markets with a positive q...
09/14/2012
6 mini-articles about Social Security that every person should be aware of... http://www.sequoiaadv.com/social-security/
Social Security - Sequoia Financial Advisors
Electing Social Security income benefits may be the most important money decision Americans make in their lifetime. Filing early could mean forgoing thousands—in some instances as much as hundreds-of-thousands—of dollars in total lifetime income benefits to individuals and families. Research sources...
09/14/2012
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Sequoia Financial Advisors - Living Well, Made Simple
We are an independent, fee-based financial planning and investment advisory firm located in Phoenix, Arizona. Sequoia embraces its role as a fiduciary to both individual clients and qualified plan clients. We firmly believe that serving as a fiduciary is a relationship of sacred trust that requires ...