Historical data you need to understand the relationship between presidencies, the markets, and elections. Read More
Justin Sanderson, MBA, CFP®, CIMA®

Recent Posts

May Coronavirus Update – Assessing the Fallout and Pondering the Future
Investment Consulting, COVID-19: Market Watch
Justin Sanderson from Sanderson Wealth Management discusses the personal and financial impact of the COVID-19 pandemic. Read More

Government to the Rescue – Historic Markets and Other COVID-19 Updates
Investment Consulting, COVID-19: Market Watch
Justin Sanderson from Sanderson Wealth Management covers the US stimulus bill and other economic updates for the week of March 23, 2020. Read More

The Halting of the US Economy—and Life as We Know It
Investment Consulting, COVID-19: Market Watch
Justin Sanderson from Sanderson Wealth Management discusses how COVID-19 has halted the economy and our daily lives. Read More

The Bears Before Us
Investment Consulting, COVID-19: Market Watch
Justin Sanderson from Sanderson Wealth Management compares the bear market of 2020 with other recent market downturns. Read More

Coronavirus and the Markets
Investment Consulting, COVID-19: Market Watch
Fear of the coronavirus has led to a sudden spike in market volatility. Justin Sanderson addresses the events for the week of February 24, 2020. Read More

Video: Starting the Conversation on End-of-Life Planning
Estate & Generational Wealth Planning, Financial Planning
As part of our WealthVantage series, Justin Sanderson and Tim Domino share their thoughts on end-of-life planning. We also invite you to download a complimentary… Read More

The Art of a Tax Swap: Advanced Tax Loss Harvesting
Financial Planning, Investment Consulting, Tax Consulting
Tax loss harvesting is a common strategy in the investment world. At Sanderson, we like to take this approach a step further with what we like to call a tax swap. Read More

Key Takeaways from the Heckerling Institute on Estate Planning
Estate & Generational Wealth Planning
In January, Justin Sanderson and Tim Domino attended the 53rd Annual Heckerling Institute on Estate Planning. Read about the ideas and strategies they took from the… Read More

Understanding Fiduciary Care and Why It’s Important For Your Wealth
Would you be surprised to learn that less than 12% of financial advisors put their clients’ interests first at all times? Learn what acting as a fiduciary entails,… Read More