Top Tweets for #SequoiaFin
Rick welcomes Thomas Haught, the President & Founder of @SequoiaFin. Tom’s team manages over 10 billion in assets and has been recognized by @barronsonline as one of America’s Best Investment Advisors.
https://t.co/IepOU2bQ0e
#SequoiaFin #financialplanning #leadership #unleashed
Congratulations to @HeatherLWelsh, one of the recipients of @TheAmerCol ’s inaugural #WomenWorkinginWealth Awards! Learn more about how Heather is leading the way for women in financial services. #financialservices #womenworkinginwealth
https://t.co/51Ey9ngpZA #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: https://t.co/vlBQA99MUj
#retirement #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
We're excited to announce that NCA Financial Planners (@kevinmyeroff), a Mayfield Heights, OH based RIA will join Sequoia! Our combined firm will be positioned to offer greater services, scale and value to our clients. Read more: https://t.co/sTPCcn2VCf
#sequoiafin #joiningforces
Sequoia's VP of wealth planning, @HeatherLWelsh, shares insights on opening an Individual Retirement Account (IRA) with @BusinessInsider. Read more on the various types of IRAs that may be best suited for your #retirement savings: https://t.co/vymzQ84IAc #IRA #sequoiafin
More details on Sequoia's merger with Wealthstone Advisors in Barron's: https://t.co/UiFJj2gOjp
#sequoiafin #RIA #joiningforces
We're excited to announce that Wealthstone Advisors, based in Columbus, OH, is joining forces with Sequoia! Upon completion of the merger, we will have more than 110 employees and more than $7 billion in assets under management. Read more: https://t.co/hwATfQJtWo #RIA #sequoiafin
Wondering what a Roth can do for your finances? @leonlabrecque shares how to build a roth and what to do with it in his latest blog post: https://t.co/SYnHnqqElY #sequoiafin #rothira #retirementplanning
As we celebrate our firm’s #30years of service (what an anniversary!), we’re highlighting some of our leadership team and their contribution to our success. Get to know our founder, President & CEO, @HaughtThomas: https://t.co/IwAAsW1qPz
#sequoiafin #ria #leadership
Are you familiar with the new 3 R's for financial wellness: Review, Reallocate and Rebalance? @leonlabrecque shares a checklist to help you walk through your own finances.
https://t.co/rVGe3PA6Fw
#sequoiafin #financialwellness #wealthplanning
We’re excited to share our 2021 Viewpoint virtual magazine! Inside you’ll find a summary of the current and past financial markets with predictions on what's ahead. Take a look: https://t.co/zzqvLoTIpj
#sequoiafin #RIA
Are you following these five simple retirement planning tips to make sure your retirement plan is on track in 2021? Read more in @investmentnews :
https://t.co/DVGUkH82MA
#retirementplanning #sequoiafin #financialadvisory #wealthplanning
The deadline for small businesses to apply for the new round of #PPP loans is March 31, 2021. @leonlabrecque details how PPP recipients can now utilize another facet, a ‘Stealth Stimulus,’ called the Employee Retention Credit (ERC). https://t.co/cjJnxZheMS #sequoiafin
In my latest article, I detail why now is the perfect time for a Roth IRA. The elimination of tax friction and the massive time advantage is key to building longer-term wealth.
https://t.co/Gx4S5E26Db #sequoiafin
Now is a great time for a Roth IRA. Roth IRAs can allow tax-free accumulations throughout the lifespan of a married couple and then ten years beyond that which is key to building longer-term wealth. Read more by @leonlabrecque https://t.co/MUWjuxvcvV #sequoiafin #rothira #retire
This week we hosted a live virtual event with @CohenCPA on 10 Financial Planning Ideas for the Remainder of 2020. If you missed the event, watch the recording for simple ideas to help you prepare your #finances as 2021 quickly approaches. https://t.co/9bBfcoe3UN
#sequoiafin
We're excited to be named one of the top 3 fastest growing RIAs in Ohio by @CitywireRIA!
The selection was made based on Assets Under Management (AUM) growth and employee growth over the past three years for firms that perform #financialplanning.
#RIA #sequoiafin @Citywire
Did you receive a PPP loan and are now wondering what to do about loan forgiveness? If so, check out this great commentary from my teammate @leonlabrecque.
#sequoiafin #ppploan #businessplanning
The Paycheck Protection Program (PPP) was a huge component of the CARES stimulus package aimed at helping smaller businesses and non-profits stay afloat in the beginning of the pandemic. Here's a summary of #PPPloanforgiveness written by @leonlabrecque : https://t.co/pzErGIo5NP
We've teamed up with @CohenCPA for a live webinar on 12/7 on 10 Financial Planning Ideas for the Remainder of 2020 . You can find more details and register here: https://t.co/zsjefztkul
#sequoiafin #taxplanning #financialplanning
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