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Blog

Patrick Lyman | May 19, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Patrick Lyman | May 12, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Patrick Lyman | May 6, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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A mountain range
Sequoia Financial Planning | Feb 13, 2025

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

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A person walking on stone steps on an outdoor pond.
Sequoia Financial Planning | Feb 13, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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A business person in an open office working on a laptop.
Sequoia Financial Planning | Feb 13, 2025

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

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Ste 208
Barrington, IL 60010

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P | 847-310-5900
E | patrick@sequoiafinancialplanning.com
E | sean@sequoiafinancialplanning.com

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Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Sequoia Wealth Management, a registered investment advisor. Sequoia Wealth Management and Sequoia Financial Planning are separate entities from LPL Financial.

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