--- title: Financial News and Insights | Sanderson Wealth Management | Phil Frattali, CFA description: Read Sanderson Wealth Management’s blog for the latest insights on investing, financial planning, tax minimization, and more. --- - [716.566.2420](tel:716-566-2420) - [Client Login](https://www.sandersonllc.com/client-login/) [![Sanderson Wealth Management](https://insights.sandersonllc.com/hubfs/Sanderson_October2019%20Theme/Images/sanderson-logo-stacked@2x.png)](https://www.sandersonllc.com/) - About - [Services](https://www.sandersonllc.com/services/) - [Our Team](https://www.sandersonllc.com/team/) - [John Sanderson](https://www.sandersonllc.com/team/john-sanderson/) - [Justin Sanderson](https://www.sandersonllc.com/team/justin-sanderson/) - [James Warner](https://www.sandersonllc.com/team/james-warner/) - [C. Michael Bader](https://www.sandersonllc.com/team/mike-bader/) - [Caleb Jennings](https://www.sandersonllc.com/team/caleb-jennings/) - [John Gullo](https://www.sandersonllc.com/team/john-gullo/) - [Timothy Domino](https://www.sandersonllc.com/team/timothy-domino/) - [Debbie Todaro](https://www.sandersonllc.com/team/debbie-todaro/) - [Karen Nicpon](https://www.sandersonllc.com/team/karen-nicpon/) - [Joe Bartelo](https://www.sandersonllc.com/team/joe-bartelo/) - [Phil Frattali](https://www.sandersonllc.com/team/phil-frattali/) - [Evan Kraft](https://www.sandersonllc.com/team/evan-kraft/) - [Tucker Weppner](https://www.sandersonllc.com/team/tucker-weppner/) - [Angelo Goodenough](https://www.sandersonllc.com/team/angelo-goodenough/) - [Regyna Taberski](https://www.sandersonllc.com/team/regyna-taberski/) - [Eric Weiher](https://www.sandersonllc.com/team/eric-weiher/) - [Cameron Radziwon](https://www.sandersonllc.com/team/cameron-radziwon/) - [Donna Schmitt](https://www.sandersonllc.com/team/donna-schmitt/) - [Amanda Melendez](https://www.sandersonllc.com/team/amanda-melendez/) - [History](https://www.sandersonllc.com/history/) - [Mission and Values](https://www.sandersonllc.com/mission-and-values/) - [Services](https://www.sandersonllc.com/services/) - [Private Wealth Advisers](https://www.sandersonllc.com/private-wealth-advisors/) - [Investment Consulting](https://www.sandersonllc.com/investment-consulting/) - [Financial Planning](https://www.sandersonllc.com/financial-planning/) - [Estate & Generational Wealth Planning](https://www.sandersonllc.com/estate-generational-wealth-planning/) - [Business Succession Planning](https://www.sandersonllc.com/business-succession-planning/) - [Philanthropy](https://www.sandersonllc.com/philanthropy/) - [Tax Consulting](https://www.sandersonllc.com/tax-consulting-2/) - [Prosper Financial Wellness](https://www.sandersonllc.com/prosper/) - Insights - [Market Snapshot](https://www.sandersonllc.com/current-market-snapshot/) - [Sanderson Insights](https://insights.sandersonllc.com/) - [Contact Us](https://www.sandersonllc.com/contact-us/) - [Careers](https://www.sandersonllc.com/careers/) # 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](https://insights.sandersonllc.com/hubfs/Phil-Frattali-hs.jpg) Find me on: ### Recent Posts [![August 2026: Bonds, Breadth, and Borrowing Costs](https://insights.sandersonllc.com/hs-fs/hubfs/August%202026.png?width=1080&name=August%202026.png)](https://insights.sandersonllc.com/august-2026-market-update-sanderson-wealth-management) ## [August 2026: Bonds, Breadth, and Borrowing Costs](https://insights.sandersonllc.com/august-2026-market-update-sanderson-wealth-management) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) Global stocks continued higher in August while attention turned to inflation, fiscal deficits, and U.S. debt surpassing $40 trillion. [Read More](https://insights.sandersonllc.com/august-2026-market-update-sanderson-wealth-management) [![July 2026: Rotation Beneath the Surface](https://insights.sandersonllc.com/hs-fs/hubfs/July%202026%20Featured%20Image.png?width=1080&name=July%202026%20Featured%20Image.png)](https://insights.sandersonllc.com/july-2026-market-update-sanderson-wealth-management) ## [July 2026: Rotation Beneath the Surface](https://insights.sandersonllc.com/july-2026-market-update-sanderson-wealth-management) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) July markets were flat on the surface but saw a historic shift beneath it, as investors rotated from growth stocks into value sectors. [Read More](https://insights.sandersonllc.com/july-2026-market-update-sanderson-wealth-management) [![May 2026: Record Highs, a New Fed Chair, and a Narrowing Rally](https://insights.sandersonllc.com/hs-fs/hubfs/May%202026.png?width=1080&name=May%202026.png)](https://insights.sandersonllc.com/may-2026-market-update-sanderson-wealth-management-1) ## [May 2026: Record Highs, a New Fed Chair, and a Narrowing Rally](https://insights.sandersonllc.com/may-2026-market-update-sanderson-wealth-management-1) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) Markets reached record highs in May, but a narrowing rally, rising inflation, and new Fed leadership warrant a closer look at risk. [Read More](https://insights.sandersonllc.com/may-2026-market-update-sanderson-wealth-management-1) [![April 2026 Market Update: Markets Stage Historic Rebound](https://insights.sandersonllc.com/hs-fs/hubfs/April%202026%20Featured%20Image.jpg.png?width=1080&name=April%202026%20Featured%20Image.jpg.png)](https://insights.sandersonllc.com/april-2026-market-update-sanderson-wealth-management) ## [April 2026 Market Update: Markets Stage Historic Rebound](https://insights.sandersonllc.com/april-2026-market-update-sanderson-wealth-management) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) Markets rebounded sharply in April 2026 as geopolitical tensions eased, earnings remained strong, and investor sentiment improved. [Read More](https://insights.sandersonllc.com/april-2026-market-update-sanderson-wealth-management) [![March 2026 Market Update: War, Oil, and a Market Shock](https://insights.sandersonllc.com/hs-fs/hubfs/Featured%20Image%20Mar%202026.png?width=1080&name=Featured%20Image%20Mar%202026.png)](https://insights.sandersonllc.com/march-2026-market-update-sanderson-wealth-management) ## [March 2026 Market Update: War, Oil, and a Market Shock](https://insights.sandersonllc.com/march-2026-market-update-sanderson-wealth-management) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) Geopolitical tensions and an oil shock drove a global market selloff in March 2026, as investors reassessed inflation, rates, and growth risks. [Read More](https://insights.sandersonllc.com/march-2026-market-update-sanderson-wealth-management) [![February 2026 Market Update: Rotation, Reality Checks, and the HALO Effect](https://insights.sandersonllc.com/hs-fs/hubfs/Featured%20Image%20Feb%202026.png?width=1080&name=Featured%20Image%20Feb%202026.png)](https://insights.sandersonllc.com/february-2026-market-update-sanderson-wealth-management) ## [February 2026 Market Update: Rotation, Reality Checks, and the HALO Effect](https://insights.sandersonllc.com/february-2026-market-update-sanderson-wealth-management) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) Markets rotated in February as AI concerns cooled mega-cap tech stocks while value, international stocks, and bonds helped broaden market leadership. [Read More](https://insights.sandersonllc.com/february-2026-market-update-sanderson-wealth-management) [![January 2026 Market Update: Headlines, Highs, and a Fast Reset](https://insights.sandersonllc.com/hs-fs/hubfs/Featured%20Image%20Jan%202026.png?width=1080&name=Featured%20Image%20Jan%202026.png)](https://insights.sandersonllc.com/january-2026-market-update-sanderson-wealth-management) ## [January 2026 Market Update: Headlines, Highs, and a Fast Reset](https://insights.sandersonllc.com/january-2026-market-update-sanderson-wealth-management) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) January 2026 opened with gains but plenty of noise as markets navigated geopolitics, Fed uncertainty, and volatility while fundamentals stayed resilient. [Read More](https://insights.sandersonllc.com/january-2026-market-update-sanderson-wealth-management) [![December 2025 Market Update: Global Gains and Growing Concentration](https://insights.sandersonllc.com/hs-fs/hubfs/December%202025%20MMU.jpg.png?width=1080&name=December%202025%20MMU.jpg.png)](https://insights.sandersonllc.com/december-2025-market-update-sanderson-wealth-management) ## [December 2025 Market Update: Global Gains and Growing Concentration](https://insights.sandersonllc.com/december-2025-market-update-sanderson-wealth-management) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) December 2025 closed a strong year for global markets, led by international stocks, while rising U.S. market concentration and volatility shaped returns. [Read More](https://insights.sandersonllc.com/december-2025-market-update-sanderson-wealth-management) [![November 2025 Market Update: Risk-Off Reset Amid Shutdown Shenanigans](https://insights.sandersonllc.com/hs-fs/hubfs/Featured%20Image%20Nov%202025.png?width=1080&name=Featured%20Image%20Nov%202025.png)](https://insights.sandersonllc.com/november-2025-market-update-sanderson-wealth-management) ## [November 2025 Market Update: Risk-Off Reset Amid Shutdown Shenanigans](https://insights.sandersonllc.com/november-2025-market-update-sanderson-wealth-management) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) November saw a brief risk-off tone as investors reassessed AI, rates, and the shutdown. Stocks were mixed while bonds gained as long-term yields fell. [Read More](https://insights.sandersonllc.com/november-2025-market-update-sanderson-wealth-management) [![September 2025 Market Update: Best September in 15 Years as the Fed Begins to Ease](https://insights.sandersonllc.com/hs-fs/hubfs/September%20MMU%202025.png?width=1080&name=September%20MMU%202025.png)](https://insights.sandersonllc.com/september-2025-market-update-sanderson-wealth-management) ## [September 2025 Market Update: Best September in 15 Years as the Fed Begins to Ease](https://insights.sandersonllc.com/september-2025-market-update-sanderson-wealth-management) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) Markets surged in September, posting the best month in 15 years after the Fed’s first rate cut and amid anticipation of further easing ahead. [Read More](https://insights.sandersonllc.com/september-2025-market-update-sanderson-wealth-management) [« Older Entries](https://insights.sandersonllc.com/author/phil-frattali-cfa/page/2) ### Let’s talk about your future. Schedule a consultation to learn more about our investment services. ## Filter Blog Posts ### SUBJECT - [Investment Consulting (169)](https://insights.sandersonllc.com/tag/investment-consulting) - [Financial Planning (153)](https://insights.sandersonllc.com/tag/financial-planning) - [Tax Consulting (44)](https://insights.sandersonllc.com/tag/tax-consulting) - [Estate & Generational Wealth Planning (15)](https://insights.sandersonllc.com/tag/estate-generational-wealth-planning) - [Firm News (11)](https://insights.sandersonllc.com/tag/firm-news) - [Lessons Earned (11)](https://insights.sandersonllc.com/tag/lessons-earned) - [COVID-19: Market Watch (10)](https://insights.sandersonllc.com/tag/covid-19-market-watch) - [Community (5)](https://insights.sandersonllc.com/tag/community) - [Philanthropy (4)](https://insights.sandersonllc.com/tag/philanthropy) - [Business Succession Planning (3)](https://insights.sandersonllc.com/tag/business-succession-planning) - [Prosper Financial Wellness (3)](https://insights.sandersonllc.com/tag/prosper-financial-wellness) - [Ukraine: Market Watch (1)](https://insights.sandersonllc.com/tag/ukraine-market-watch) See all ### AUTHOR - [Angelo Goodenough](https://insights.sandersonllc.com/author/angelo-goodenough) - [C. Michael Bader, Esq., MBA, CPA, CIMA®](https://insights.sandersonllc.com/author/c.-michael-bader-esq.-mba-cpa-cima) - [Caleb Jennings, MBA, CFP®, CIMA®, AIF®](https://insights.sandersonllc.com/author/caleb-jennings-mba-cfp-cima-aif) - [Cameron Radziwon, LSSBB](https://insights.sandersonllc.com/author/cameron-radziwon) - [Debbie Todaro](https://insights.sandersonllc.com/author/debbie-todaro) - [Evan Kraft, CFP®, CRPC®](https://insights.sandersonllc.com/author/evan-kraft-cfp-crpc) - [James Warner, MBA, CPA, CFP®, CIMA®](https://insights.sandersonllc.com/author/jim-warner-mba-cpa-cfp-cima) - [Joe Bartelo, CPA](https://insights.sandersonllc.com/author/joe-bartelo-cpa) - [John Gullo, MBA, CFA, CFP®, CIMA®](https://insights.sandersonllc.com/author/john-gullo-mba-cfa-cfp-cima) - [John Sanderson, CPA, CIMA®](https://insights.sandersonllc.com/author/john-sanderson-cpa-cima) - [Justin Sanderson, MBA, CFP®, CIMA®](https://insights.sandersonllc.com/author/justin-sanderson-mba-cfp-cima) - [Karen Nicpon, CPA](https://insights.sandersonllc.com/author/karen-nicpon-cpa) - [Phil Frattali, CFA](https://insights.sandersonllc.com/author/phil-frattali-cfa) - [Regyna Waterhouse](https://insights.sandersonllc.com/author/regyna-taberski) - [Sanderson Wealth Management](https://insights.sandersonllc.com/author/sanderson-wealth-management) - [Tim Domino, CPA, CFP®](https://insights.sandersonllc.com/author/tim-domino-cpa-cfp) - [Tucker Weppner, CFP®](https://insights.sandersonllc.com/author/tucker-weppner) ## Put our experience to work for your wealth. Schedule a consultation to learn more about our investment services. ## Background Schedule a consultation to learn more about our investment services. - [CONTACT](https://www.sandersonllc.com/contact-us/) - [CAREERS](https://www.sandersonllc.com/careers/) - DISCLOSURE - [COMPLIANCE](https://adviserinfo.sec.gov/firm/summary/118910) © 2022 Sanderson Wealth Management LLC [716.566.2420](tel: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. ×