Mixed signals were the storyline of July. Phil Frattali covers negative GDP growth, a strong labor market, and the S&P 500's best returns since Nov. 2020. Read More

Investment Review for Second Quarter 2022
Financial Planning, Investment Consulting
John Gullo from Sanderson Wealth Management covers five financial highlights from the second quarter of 2022 in just five minutes. Read More

June 2022 Market Update
Financial Planning, Investment Consulting
The first half of 2022 was the market’s worst in over 50 years. Phil Frattali examines the confluence of factors and prospects of an upcoming recession. Read More

May 2022 Market Update
Financial Planning, Investment Consulting
While May wasn’t all bad, the market continues its 2022 slump. Justin Sanderson recaps the month’s returns and indicators, and considers the market’s future. Read More

Market Update: Bear Watch
Financial Planning, Investment Consulting
Justin Sanderson examines factors pushing the market near bear territory, compares 2022 to other recent downturns, and finds signs of potential recovery. Read More

Markets are Down, But It's No Time to Panic
Financial Planning, Investment Consulting
John Gullo explains what smart investors should do — and just as importantly, not do – to weather a market downturn and bolster their long-term plan. Read More

April 2022 Market Update
Financial Planning, Investment Consulting
Phil Frattali explains how rising interest rates, 40-year inflation highs, and international uncertainty lead to one of the toughest months in years. Read More

Investment Review for First Quarter 2022
Financial Planning, Investment Consulting
John Gullo from Sanderson Wealth Management covers five financial highlights from the first quarter of 2022 in just five minutes. Read More

March 2022 Market Update: Expect the Unexpected
Financial Planning, Investment Consulting
Phil Frattali of Sanderson explores factors of March’s unexpected market movements, including inflation, interest rate hikes, and the war in Ukraine. Read More

The State of the IRS — Down but Not Out
Tim Domino from Sanderson encourages taxpayers not to dismiss the IRS’s auditing power, despite the agency currently being overwhelmed and underfunded. Read More