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.

Beware: The Advance Child Tax Credit is Coming Back to Bite You!

Beware: The Advance Child Tax Credit is Coming Back to Bite You!

While the Advance Child Tax Credit (ACTC) was a lifeline to many people going through difficult financial times the payments did not represent a new social benefit… Read More

Investment Review for Fourth Quarter 2021

Investment Review for Fourth Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps the events of Q4 2021. Read More

Year-End 2021 Market Update: The Good, The Bad & the Fed

Year-End 2021 Market Update: The Good, The Bad & the Fed

2021 was again full of scary headlines and unprecedented actions across the globe; yet risk assets continued to outperform. Thinking rationally and maintaining a… Read More

New Limits for Retirement Contributions Are in Effect

New Limits for Retirement Contributions Are in Effect

After two years of no movement, the IRS has officially announced an increase in contribution limits for select retirement plans in 2022. Contribution limits to… Read More

Warmest Holiday Wishes

Warmest Holiday Wishes

In our holiday video, we extend sincere gratitude and holiday greetings to all of our clients, friends, and family alike. Read More

Federal Student Loan Forgiveness – Limited Time Opportunity

Federal Student Loan Forgiveness – Limited Time Opportunity

If you know someone with a large amount of federal student loan debt, you may want to share our latest Insights. Sanderson Wealth Management Financial Adviser, Evan… Read More

November 2021 Market Update

November 2021 Market Update

Volatility in the markets put many stocks on sale in November. Read more about the uncertainty fueling the turmoil, which underscores the importance of a… Read More

SECURE Act Changes to IRA Distribution Requirements

SECURE Act Changes to IRA Distribution Requirements

The Setting Every Community Up for Retirement Enhancement Act of 2019, or SECURE Act, transformed the landscape of IRA planning. In particular, significant shifts… Read More

Sell or Stand Pat? How to Prepare for a Capital Gain Recognition

Sell or Stand Pat? How to Prepare for a Capital Gain Recognition

Knee-jerk reaction to potential new legislation can be damaging and irreversible to a family's wealth. Investors need to consider the bigger picture of lifetime tax… Read More

October 2021 Market Update

October 2021 Market Update

Despite the uncertainties, the market is proving to be as resilient as a kid fighting the cold Buffalo weather in the spirit of trick-or-treating. Read More