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

Financial Planning, Investment Consulting

Phil Frattali recaps why September was a choppy month for the market, including government debt concerns, Fed signals, supply chain issues, and more. Read More

August 2021 Market Update

August 2021 Market Update

Financial Planning, Investment Consulting

Phil Frattali reviews the seventh positive month in a row for the S&P 500, despite an array of natural and man-made challenges. Read More

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

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