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.

April 2022 Market Update

April 2022 Market Update

Phil Frattali explains how rising interest rates, 40-year inflation highs, and international uncertainty lead to one of the toughest months in years. Read More

Investment Review for First Quarter 2022

Investment Review for First Quarter 2022

John Gullo from Sanderson Wealth Management covers five financial highlights from the first quarter of 2022 in just five minutes. Read More

March 2022 Market Update: Expect the Unexpected

March 2022 Market Update: Expect the Unexpected

Phil Frattali of Sanderson explores factors of March’s unexpected market movements, including inflation, interest rate hikes, and the war in Ukraine. Read More

The State of the IRS — Down but Not Out

The State of the IRS — Down but Not Out

Tim Domino from Sanderson encourages taxpayers not to dismiss the IRS’s auditing power, despite the agency currently being overwhelmed and underfunded. Read More

Economic Impact of the Russia-Ukraine War, March 2022

Economic Impact of the Russia-Ukraine War, March 2022

Justin Sanderson from Sanderson Wealth Management examines the economic fallout from the first two weeks of Russia’s unprovoked invasion of Ukraine. Read More

February 2022 Market Update

February 2022 Market Update

Phil Frattali from Sanderson Wealth Management discusses continued market volatility caused by Russia’s invasion of Ukraine, inflation, and rising interest rates. Read More

2021 Year in Revision – Watch the WealthVantage e-Symposium

2021 Year in Revision – Watch the WealthVantage e-Symposium

Watch a video series of Sanderson Wealth Management advisers reviewing the top financial headlines of 2021 and evaluating forward-looking trends. Read More

January 2022 Market Update: V is for Volatility

January 2022 Market Update: V is for Volatility

Phil Frattali examines the wild price swings in January 2022, with all major stock indices finishing off the month in the red. Read More

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

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

Tim Domino from Sanderson Wealth Management warns taxpayers about the unintended tax consequences of the Advance Child Tax Credits (ACTCs). 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