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.

Warmest Holiday Wishes

Warmest Holiday Wishes

In our holiday video, we extend sincere gratitude and holiday greetings to all of our clients, friends, and family alike. Read More

Federal Student Loan Forgiveness – Limited Time Opportunity

Federal Student Loan Forgiveness – Limited Time Opportunity

Evan Kraft from Sanderson Wealth Management explains changes to the federal student loan forgiveness program that benefit an expanded number of borrowers. Read More

November 2021 Market Update

November 2021 Market Update

Volatility in the markets put many stocks on sale in November. Phil Frattali explores the uncertainty and several factors fueling the turmoil. Read More

SECURE Act Changes to IRA Distribution Requirements

SECURE Act Changes to IRA Distribution Requirements

Caleb Jennings from Sanderson Wealth Management outlines how the SECURE Act of 2019 transformed the IRA planning landscape. Read More

Sell or Stand Pat? How to Prepare for a Capital Gain Recognition

Sell or Stand Pat? How to Prepare for a Capital Gain Recognition

Justin Sanderson explains the three big questions investors should answer before deciding to sell or hold an appreciated asset. Read More

October 2021 Market Update

October 2021 Market Update

Despite the uncertainties, the market is proving to be as resilient as a kid fighting the cold Buffalo weather in the spirit of trick-or-treating. Read More

Rational Thinking: Taking the Emotion Out of Investing

Rational Thinking: Taking the Emotion Out of Investing

Sean Casullo explores behavioral finance to explain why investors often make decisions based on personal biases instead of facts. Read More

Sustainable Investing

Sustainable Investing

John Gullo from Sanderson discusses approaches to sustainable (ESG) investing and the financial justification for sustainable business practices. Read More

Investment Review for Third Quarter 2021

Investment Review for Third Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps Q3 2021, including asset returns, regulation in China, shipping bottlenecks, inflation, and more. Read More

New Asset Classes: The Future of Portfolio Construction

New Asset Classes: The Future of Portfolio Construction

Justin Sanderson discusses the current investment landscape and alternative sectors, such as private equity, that complement traditional portfolios. Read More