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.

Insights from the Latest Fed Meeting

Insights from the Latest Fed Meeting

Financial Planning, Investment Consulting

Chief Investment Officer, John Gullo, gives insights and commentary on the latest Fed meeting in March. Read More

"Lessons Earned" by John Sanderson: Keep Your Focus

Lessons Earned

If you want to achieve something extraordinary, “you can’t let yourself get distracted,” writes John Sanderson. Read More

February 2024 Market Update: S&P 5000

February 2024 Market Update: S&P 5000

Financial Planning, Investment Consulting

The stock market's slow start in January accelerated in February as the S&P 500 surpassed the 5000 level for the first time. Read More

"Lessons Earned" by John Sanderson: Trust the Experts

Lessons Earned

John Sanderson likely would have died years ago—if it wasn’t for a physician who spotted the subtle warning signs of a heart attack. Read More

January 2024 Market Update: Slow Start

January 2024 Market Update: Slow Start

Financial Planning, Investment Consulting

Despite economic data suggesting a "soft landing", 2024 is off to a shaky start as markets reacted to heightened geopolitical tensions and an anticipated delay in… Read More

December 2023 Market Update: The Gift of Gains

December 2023 Market Update: The Gift of Gains

Financial Planning, Investment Consulting

The stock market extended its rally into December, posting 9 straight weeks of gains and closing out the year up 26.3%. Read More

Home Buying Realities in a High Interest Rate Environment

Home Buying Realities in a High Interest Rate Environment

Financial Planning

Angelo Goodenough evaluates why home buying in a high interest rate environment is so difficult for many aspiring home owners. Read More

Strategies for an Overfunded 529 College Savings Account

Strategies for an Overfunded 529 College Savings Account

Financial Planning, Tax Consulting

Jim Warner explores what to do with excess or unused funds in a 529 savings plan, including a new Roth IRA rollover option starting in 2024. Read More

The holiday season is magic, indeed.

The holiday season is magic, indeed.

On behalf of the entire Sanderson team, we wish you a joy-filled holiday season. We hope you enjoy a video greeting from us to you. Read More

November 2023 Market Update: The Streak Continues

November 2023 Market Update: The Streak Continues

Financial Planning, Investment Consulting

Following a somber October, stocks posted five straight weeks of gains and data suggests inflation is abating by consequence of tight monetary policy. Read More

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