Blog posts by Justin Sanderson, MBA, CFP®, CIMA®

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.

Justin Sanderson, MBA, CFP®, CIMA®

Justin Sanderson, MBA, CFP®, CIMA®
Following in the footsteps of his father, John Sanderson, Justin joined Sanderson Wealth Management in 2001. He currently serves as chairman of the firm’s management committee. As a CERTIFIED FINANCIAL PLANNER™ professional, he personally provides wealth management services to select families. Justin also serves on our investment committee, heads the company’s compliance program and regulatory matters, and is responsible for the firm’s technology advancements.
Find me on:
 

Recent Posts

May Coronavirus Update – Assessing the Fallout and Pondering the Future

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

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

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

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

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

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

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

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

Understanding Fiduciary Care and Why It’s Important For Your Wealth

Investment Consulting

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

Potential Changes in Fiduciary Standard of Care Laws

Potential Changes in Fiduciary Standard of Care Laws

Investment Consulting

Since 2016, there has been proposed legislation to increase the standard of care and regulation for financial advisors. Justin Sanderson provides an update on… Read More

Let’s talk about your future.

Schedule a consultation to learn more about our investment services.

    Filter Blog Posts

    SUBJECT

    See all

    © 2020 Sanderson Wealth Management LLC

    716.566.2420

    Sanderson Wealth Management, LLC (“Sanderson Wealth”) is an SEC registered investment adviser located in Buffalo, New York. The publication of Sanderson Wealth’s website on the Internet should not be construed by any consumer or prospective client as Sanderson Wealth’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.  The information on this Internet site should not be construed as the provision of personalized individual advice from Sanderson Wealth.

    A copy of Sanderson Wealth’s current written disclosure statement as set forth on Form ADV discussing Sanderson Wealth’s business operations, services, and fees is available upon written request.  Sanderson Wealth does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided for convenience purposes and all users thereof should be guided accordingly.

    ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.