Blog posts by Phil Frattali, CFA

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.

Phil Frattali, CFA

Phil Frattali, CFA
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Recent Posts

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

August 2021 Market Update

August 2021 Market Update

August 2021 marks the seventh positive month in a row for the S&P 500. Despite Fed talk, an Afghanistan take over, the Delta variant, Hurricane Ida, and rising… Read More

July 2021 Market Update

July 2021 Market Update

July 2021 saw gains in Global Stocks and the S&P 500, and declines in the bond markets. Several notable events contributed to an interesting month. Read More

June 2021 Market Update

June 2021 Market Update

June 2021 was another hot month of gains for the S&P 500, large-cap stocks, consumer confidence and demand for goods and services, closing out a strong first half… Read More

The Great Bifurcation

The Great Bifurcation

Phil Frattali from Sanderson Wealth Management examines why a top-heavy sector is skewing the overall performance of the market. Read More

What it Means to Be a CFA Charterholder

What it Means to Be a CFA Charterholder

Sanderson’s Phil Frattali recently obtained the prestigious CFA® charter. He explains what being a Chartered Financial Analyst® means and shares his six-year… Read More