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.

Unwrap Something Special

Unwrap Something Special

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 2022 Market Update

November 2022 Market Update

Financial Planning, Investment Consulting

November posted market gains for the second month in a row. Phil Frattali reveals what's fueling the momentum in the November 2022 Market Update. Read More

What Happens When the S&P 500 is Down 25%?

What Happens When the S&P 500 is Down 25%?

Financial Planning, Investment Consulting

Angelo Goodenough highlights some of the intricacies of the S&P 500 and points out a few historical facts. Read More

IRS Announces Raises to Retirement Contribution Limits for 2023

IRS Announces Raises to Retirement Contribution Limits for 2023

Financial Planning, Investment Consulting, Tax Consulting

Jim Warner outlines how the IRS is adjusting to high inflation by allowing individuals to save more for retirement next year. Read More

October 2022 Market Update

October 2022 Market Update

Financial Planning, Investment Consulting

October markets saw the first gains in two months despite continued headwinds. Read Phil Frattali's analysis in the October 2022 Market Update. Read More

Perceptions Versus Reality in an Economic Downturn

Perceptions Versus Reality in an Economic Downturn

Financial Planning, Investment Consulting

Phil Fratttali and John Gullo sit down to discuss inflation, the markets, and the global economic outlook. Read More

Spousal Lifetime Access Trusts: Preparing for the Sunset of Current Estate Tax Laws

Spousal Lifetime Access Trusts: Preparing for the Sunset of Current Estate Tax Laws

Financial Planning, Tax Consulting

Tim Domino shares how families can utilize today’s high estate tax exemption amounts through a Spousal Lifetime Access Trust. Read More

Investment Review for Third Quarter 2022

Investment Review for Third Quarter 2022

Financial Planning, Investment Consulting

John Gullo from Sanderson Wealth Management covers five financial highlights from the third quarter of 2022 in just five minutes. Read More

John Sanderson Named One of Western New York’s Top C-Level Executives

John Sanderson Named One of Western New York’s Top C-Level Executives

Firm News, Community

In honor of John’s latest achievement, we're proud to share his insights, reflections, and advice from his life and career. Read More

September 2022 Market Update

September 2022 Market Update

Financial Planning, Investment Consulting

Volatility impacted the financial markets on multiple fronts in September. Read Phil Frattali's full report in the September 2022 Market Update. Read More

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