Winter 2026 Newsletter — What do this year’s tax changes mean for you? How might election-year headlines, tariffs, or interest rates affect ...
The new year brings some important tax and financial updates designed to give you more flexibility and opportunities. Recent legislation, li...
Tax Refunds Are Going Digital Starting in 2026, the IRS will stop mailing paper refund checks and move to electronic payments. This change i...
Fall 2025 Newsletter — Curious about what lower interest rates mean for your money? Or how our Sequoia strategy could help your portfolio gr...
The Federal Reserve (Fed) has started lowering interest rates slightly, cutting the Federal Funds rate by 0.25% in September. Last year’s ra...
