financial planning

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.

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

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

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

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

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

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

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

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

September 2022 Market Update

September 2022 Market Update

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

Exploring the Cutting Edge of Digital Data and Asset Technologies

Exploring the Cutting Edge of Digital Data and Asset Technologies

Justin Sanderson shares top lessons on blockchain and cryptocurrencies, and weighs in on the investment potential of digital assets. Read More

August 2022 Market Update

August 2022 Market Update

Phil Frattali reports an abrupt dip in stocks and investor sentiment in anticipation of additional interest rate hikes in the August 2022 Market Update. Read More

July 2022 Market Update

July 2022 Market Update

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