SequoiaWealth

A forward-thinking, fee-only Registered Investment Advisor firm, with high-touch wealth management, retirement-ready planning, and evidence-based investing.

[SequoiaWealth @SequoiaPWM]

Nobel-prize-winning investment research. https://t.co/aBfyCLhQTh

[SequoiaWealth @SequoiaPWM]

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid? https://t.co/vunZrtsqOS

[SequoiaWealth @SequoiaPWM]

Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance https://t.co/oianFi37H1

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Pay off debt or invest the money? Things to consider before you commit to either option. #PayOffDebt https://t.co/KXJ49TrfLZ

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How long will your retirement money last with regular withdrawals? Have you run the numbers? #SavingForRetirement https://t.co/RIU53le8zD

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Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. https://t.co/zy9PGXlvEA

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Concerned about the social impact of your investments? https://t.co/Q35o63BqSe

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There are ways to protect your business in the event of your death or the death of a partner. https://t.co/oUfQjOo0g1

[SequoiaWealth @SequoiaPWM]

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you. https://t.co/Zhwl99jxpk

[SequoiaWealth @SequoiaPWM]

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. https://t.co/cY3sEr7NQo

[SequoiaWealth @SequoiaPWM]

Is your household's inflation rate higher than the national average? #RetirementIncome https://t.co/mxoUR28OzI

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Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting? #PayOffMortgage https://t.co/7gbeXV2ybN

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Are dividends a key component when evaluating investment opportunities? Learn more. #DividendYield https://t.co/KxCtaOHRA5

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How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more. https://t.co/eYOEQt9WWC

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Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles. https://t.co/uCNcIdCojI

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This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth. https://t.co/8YjGEo9U4u

[SequoiaWealth @SequoiaPWM]

Consider preparing for 30 years in retirement. Are your assets ready? #IRAincome https://t.co/bnVW4Oqe6q

[SequoiaWealth @SequoiaPWM]

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here: https://t.co/k4fdTWwuvr

[SequoiaWealth @SequoiaPWM]

Investors maintained an anxious eye on the Fed over worries it would maintain its tight monetary posture due to ongoing inflation. https://t.co/G5lJm04PL1

[SequoiaWealth @SequoiaPWM]

The financial risks to consider when evaluating self insurance? #Insurance https://t.co/d7RvYFGc4Z