The financial world is complex and ever-changing. At Sanderson, we believe our role isn’t just to advise clients on what to do with their money—it’s also to empower them with the knowledge to make informed decisions that enhance their lives. We hope you find the following resources insightful and helpful.

Investment Review for Second Quarter 2021

Investment Review for Second Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps the events of Q2 2021. Read More

June 2021 Market Update

June 2021 Market Update

June 2021 was another hot month of gains for the S&P 500, large-cap stocks, consumer confidence and demand for goods and services, closing out a strong first half… Read More

Looking Back and Forward – A Conversation with John and Justin Sanderson

Looking Back and Forward – A Conversation with John and Justin Sanderson

2021 marks our 20th anniversary—a special milestone for an independent financial services form such as ours. We are thrilled to announce Justin Sanderson as the new… Read More

The Swirling Winds of Change – Biden’s Budget Signals Direction of Potential Estate Planning Focused Legislation

The Swirling Winds of Change – Biden’s Budget Signals Direction of Potential Estate Planning Focused Legislation

The Biden "Green Book" revenue projection budget signals estate planning focused legislation. If the Biden budget is implemented, shifts in capital gains tax,… Read More

Traditional or Roth 401(k) – Which is Right for You?

Traditional or Roth 401(k) – Which is Right for You?

Company-sponsored retirement plans, such as your 401(k), can simplify the process by automatically setting aside and investing a portion of your paycheck. Read More

Preparing for Skyrocketing Capital Gains Rates Under Biden’s Tax Plan

Preparing for Skyrocketing Capital Gains Rates Under Biden’s Tax Plan

The tax rate on capital gains has been in the crosshairs of the Biden administration since the early days of the campaign trail. Connecting the current historically… Read More

Modern Money: A Primer on Cryptocurrency and Bitcoin

Modern Money: A Primer on Cryptocurrency and Bitcoin

Bitcoin has been making headlines through our economy and investing landscape. Justin Sanderson covers the basics of cryptocurrency in this piece. Read More

Investment Review for First Quarter 2021

Investment Review for First Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps the events of Q1 2021. Read More

Sanderson Expands Services With Thrive Financial Wellness

Sanderson Expands Services With Thrive Financial Wellness

Sanderson Wealth Management is pleased to offer Thrive Financial Wellness, a retirement readiness service that benefits employees and employers. Read More

Video: 2020, A Year in Review

Video: 2020, A Year in Review

John Sanderson from Sanderson Wealth Management summarizes the top financial stories of 2020. Read More