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.

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

Rational Thinking: Taking the Emotion Out of Investing

Rational Thinking: Taking the Emotion Out of Investing

Our latest Insights explores behavioral finance to explain why investors often appear to lack self-control, act against their own best interest, and make decisions… Read More

Sustainable Investing

Sustainable Investing

In his 17-minute presentation, John Gullo, Chief Investment Officer of Sanderson Wealth Management discusses sustainable investing and the financial justification… Read More

Investment Review for Third Quarter 2021

Investment Review for Third Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps the events of Q3 2021. Read More

New Asset Classes: The Future of Portfolio Construction

New Asset Classes: The Future of Portfolio Construction

There a number of examples where we’ve seen market valuation dislocating from economic fundamentals. This is one reason why Sanderson has been exploring new asset… Read More

September 2021 Market Update

September 2021 Market Update

September 2021 lived up to its tradition of being a choppy month. Despite the S&P 500 squeaking out a positive third quarter (+.23%), the -4.76% tumble for the… Read More

Biden-Era Tax Changes Begin to Take Shape

Biden-Era Tax Changes Begin to Take Shape

On September 13, 2021 the Build Back Better Act was proposed, bringing into focus the major tax changes possibly coming our way under the Biden Administration. The… Read More