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.

Investment Review for Third Quarter 2021

Investment Review for Third Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps the events of Q3 2021. Read More

New Asset Classes: The Future of Portfolio Construction

New Asset Classes: The Future of Portfolio Construction

There a number of examples where we’ve seen market valuation dislocating from economic fundamentals. This is one reason why Sanderson has been exploring new asset… Read More

September 2021 Market Update

September 2021 Market Update

September 2021 lived up to its tradition of being a choppy month. Despite the S&P 500 squeaking out a positive third quarter (+.23%), the -4.76% tumble for the… Read More

Biden-Era Tax Changes Begin to Take Shape

Biden-Era Tax Changes Begin to Take Shape

On September 13, 2021 the Build Back Better Act was proposed, bringing into focus the major tax changes possibly coming our way under the Biden Administration. The… Read More

August 2021 Market Update

August 2021 Market Update

August 2021 marks the seventh positive month in a row for the S&P 500. Despite Fed talk, an Afghanistan take over, the Delta variant, Hurricane Ida, and rising… Read More

July 2021 Market Update

July 2021 Market Update

July 2021 saw gains in Global Stocks and the S&P 500, and declines in the bond markets. Several notable events contributed to an interesting month. Read More

Investment Review for Second Quarter 2021

Investment Review for Second Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps the events of Q2 2021. Read More

June 2021 Market Update

June 2021 Market Update

June 2021 was another hot month of gains for the S&P 500, large-cap stocks, consumer confidence and demand for goods and services, closing out a strong first half… Read More

The Swirling Winds of Change – Biden’s Budget Signals Direction of Potential Estate Planning Focused Legislation

The Swirling Winds of Change – Biden’s Budget Signals Direction of Potential Estate Planning Focused Legislation

The Biden "Green Book" revenue projection budget signals estate planning focused legislation. If the Biden budget is implemented, shifts in capital gains tax,… Read More

Traditional or Roth 401(k) – Which is Right for You?

Traditional or Roth 401(k) – Which is Right for You?

Company-sponsored retirement plans, such as your 401(k), can simplify the process by automatically setting aside and investing a portion of your paycheck. Read More