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
Find me on:
 

Recent Posts

July 2021 Market Update

July 2021 Market Update

Financial Planning, Investment Consulting

July 2021 was a busy, interesting month. Phil Frattali highlights stock gains, bond delines, economic data, COVID-19 resurgence, and more. Read More

June 2021 Market Update

June 2021 Market Update

Financial Planning, Investment Consulting

Phil Frattali explains why June 2021 was another hot month for stocks and economic recovery as consumer confidence increased and unemployment declined. Read More

The Great Bifurcation

The Great Bifurcation

Investment Consulting, COVID-19: Market Watch

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

Investment Consulting

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

Let’s talk about your future.

Schedule a consultation to learn more about our investment services.

    Filter Blog Posts

    SUBJECT

    See all

    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.

    © 2022 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.