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.

Insights from the Latest Fed Meeting

Insights from the Latest Fed Meeting

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

February 2024 Market Update: S&P 5000

February 2024 Market Update: S&P 5000

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

January 2024 Market Update: Slow Start

January 2024 Market Update: Slow Start

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

Investment Review for Fourth Quarter 2023

Investment Review for Fourth Quarter 2023

John Gullo summarizes the top financial stories of Q4 in just five minutes. Read More

December 2023 Market Update: The Gift of Gains

December 2023 Market Update: The Gift of Gains

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

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

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

November 2023 Market Update: The Streak Continues

November 2023 Market Update: The Streak Continues

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

Spotlight Series: Bonds

Spotlight Series: Bonds

In our latest Spotlight Series feature, John Gullo gives insight into the particulars of bond investing. Read More

October 2023 Market Update: More Tricks Than Treats

October 2023 Market Update: More Tricks Than Treats

The global stock market continues to suffer, experiencing its first 3-month losing streak since March of 2020, and the commodity markets were shaken amid the… Read More