A Message from Norm Cook

A Message from Norm Cook

Hello. My name is Norm Cook, President and CEO of WEALTHSTONE ADVISORS, and today I have some very exciting news to share with you. Over the past two and a half years, our firm has more than doubled our assets under management to $1.4 billion. And I’d like to...
Joining Forces

Joining Forces

Sequoia Financial Group, LLC (Sequoia) and WEALTHSTONE ADVISORS (WEALTHSTONE) today announced they have entered into a definitive agreement to merge their businesses.  The combined firm will be based in Akron, Ohio, and operate under the Sequoia brand. Together,...
The Woes of “Timing the Market”

The Woes of “Timing the Market”

By Jack Zhang, CIO of WEALTHSTONE ADVISORS Research has shown that trying to time markets often leads to poor results, and even the best investors in the world can’t do it consistently. The year 2020 illustrated the enormous cost of market timing, as advisors who...