Skip to main content
Sequoia Financial Planning logo
menu
  • Home
  • About
    • About Us
    • Our Team
    • Who We Serve
    • Our Process
  • Services
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Insurance Planning
    • Asset Management
    • Estate Planning
  • LPL
    • Weekly Market Commentary
    • Market Signals Podcast
    • LPL Research
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
  • Contact
  • Client Login

Blog

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

Read More
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

Read More
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

Read More
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

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Current page 3

Office Locations

200 Applebee St
Ste 208
Barrington, IL 60010

Contact Info

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

Follow

     

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.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

© 2025 Sequoia Financial Planning. All rights reserved.