Vice President of Wealth Management
Sequoia Wealth Advisors & LPL Financial Advisor No offers may be made or accepted from any resident of any other state.
What began as a teller position in college, has developed into nearly 2 decades of dedication to helping others work towards their financial goals and dreams. Greg doesn’t consider his clients a business relationship, but rather a friendship. His comforting easy-going nature can help his clients feel comfortable discussing deeply personal issues relating to their finances, goals, & lives. These de
11/14/2022
Weekly Market Performance - Markets Higher Amid Improved October CPI Friday, November 11, 2022 Index Performance View enlarged chart U.S. and International Equities Markets Finish the Week Higher Stocks finished the week higher amid Thursday's cooler-than-expected Consumer Price Index (CPI) results. Moreover, Thursday's rally was a testament to the bull's peak inflat...
11/10/2022
Elections point to more Mixed Government
Midterm Election Results Point to More Mixed Government Wednesday, November 9, 2022 The main takeaway from election results currently is likely a mixed government, which we continue to view as market-friendly overall. There's still some counting to do in some key races, but it remains very likely Republicans will take the House.
11/07/2022
#2023
Year-end planning ideas to lighten the tax burden As year-end approaches, there may be steps taxpayers can take to better manage their current tax bill, or to hedge the risk of higher taxes in the future. Now is an opportune time to assess finances and determine if any adjustments are needed - especially this year, as rising inflation means key tax...
11/02/2022
What does an inverted yield curve mean?
How Markets Respond to Yield Curve Inversions Tuesday, November 1, 2022 Wednesday last week, the three-month Treasury yield moved above the 10-year Treasury yield, a condition known as yield curve inversion and historically an important warning flag of elevated recession risk. But has it also been a warning flag for market returns?
10/24/2022
Did you know October is Financial Planning month?
Financial Planning Month Plan the journey to your financial future.
10/17/2022
Weekly Market Performance - CPI Data Adds to Market Volatility
Weekly Market Performance - CPI Data Adds to Market Volatility Friday, October 14, 2022 Index Performance View enlarged chart. U.S. and International Equities Markets Mostly Lower Stocks finished mostly lower as Thursday's release of the September Consumer Price Index report added to market volatility. On Thursday, the S&P 500 Index's rally marked the fifth lar...
10/10/2022
Weekly Market Performance - Rough End To Positive Week
Weekly Market Performance - Rough End To Positive Week Index Performance View enlarged chart. U.S. and International Equities Markets Finish Higher Stocks finished higher as the S&P 500 Index ends its streak of five losing weeks in the past six. This week's gains, Friday's losses notwithstanding, can be credited to deeply oversold conditions and pervasi...
09/27/2022
Weekly Market Commentary | Taking Advantage of Higher Yields
Weekly Market Commentary | Taking Advantage of Higher Yields LPL Research explains why they believe opportunities in fixed income have improved.
09/06/2022
Weekly Market Commentary | Calendar Cruelty
Weekly Market Commentary | Calendar Cruelty LPL Research discusses stock markets for the fourth quarter during midterm election. And the outlook for 2022 as the markets materializes keeping up pace.
08/29/2022
Weekly Market Performance - Markets Sell Off Sharply On Hawkish Powell Message
Weekly Market Performance - Markets Sell Off Sharply On Hawkish Powell Message Friday, August 26, 2022 Index Performance View enlarged chart. U.S. and International Equities Markets Finish Lower Markets pulled back sharply this week as the S&P 500 Index ended its streak of four straight weekly gains.