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.

Biden-Era Tax Changes Begin to Take Shape

Biden-Era Tax Changes Begin to Take Shape

Tim Domino unpacks the proposed Build Back Better Act and major tax changes possibly coming our way in the coming months. Read More

August 2021 Market Update

August 2021 Market Update

Phil Frattali reviews the seventh positive month in a row for the S&P 500, despite an array of natural and man-made challenges. Read More

July 2021 Market Update

July 2021 Market Update

July 2021 was a busy, interesting month. Phil Frattali highlights stock gains, bond delines, economic data, COVID-19 resurgence, and more. 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

Phil Frattali explains why June 2021 was another hot month for stocks and economic recovery as consumer confidence increased and unemployment declined. 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

Tim Domino examines the potential estate planning implications of President Biden's Green Book revenue projection budget. Read More

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

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

Caleb Jennings explains the differences and advantages of traditional and Roth 401(k) employer-sponsored retirement plans. Read More

Preparing for Skyrocketing Capital Gains Rates Under Biden’s Tax Plan

Preparing for Skyrocketing Capital Gains Rates Under Biden’s Tax Plan

The tax rate on capital gains has been in the crosshairs of the Biden administration since the early days of the campaign trail. Connecting the current historically… Read More

Modern Money: A Primer on Cryptocurrency and Bitcoin

Modern Money: A Primer on Cryptocurrency and Bitcoin

Bitcoin has been making headlines through our economy and investing landscape. Justin Sanderson covers the basics of cryptocurrency in this piece. Read More

Sizing Up Big Data – And Finding the Next Information Advantage

Sizing Up Big Data – And Finding the Next Information Advantage

Justin Sanderson explores the impact of big data on your investment strategy and wealth. Read More