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.

January 2022 Market Update: V is for Volatility

January 2022 Market Update: V is for Volatility

Financial Planning, Investment Consulting

Phil Frattali examines the wild price swings in January 2022, with all major stock indices finishing off the month in the red. Read More

Beware: The Advance Child Tax Credit is Coming Back to Bite You!

Beware: The Advance Child Tax Credit is Coming Back to Bite You!

Financial Planning, Tax Consulting

Tim Domino from Sanderson Wealth Management warns taxpayers about the unintended tax consequences of the Advance Child Tax Credits (ACTCs). Read More

Investment Review for Fourth Quarter 2021

Investment Review for Fourth Quarter 2021

Financial Planning, Investment Consulting

In his 15-Minute Financial Update, John Gullo recaps the events of Q4 2021. Read More

Year-End 2021 Market Update: The Good, The Bad & The Fed

Year-End 2021 Market Update: The Good, The Bad & The Fed

Financial Planning, Investment Consulting

Phil Fratalli recaps the wild year in the global equity markets, including COVID disruptions, high inflation, supply chain bottlenecks, and more. Read More

New Limits for Retirement Contributions Are in Effect

New Limits for Retirement Contributions Are in Effect

Financial Planning, Tax Consulting

Tucker Weppner from Sanderson Wealth Management examines the increased contribution limits for select retirement plans in 2022. Read More

Warmest Holiday Wishes

Warmest Holiday Wishes

Financial Planning, Firm News, Tax Consulting

In our holiday video, we extend sincere gratitude and holiday greetings to all of our clients, friends, and family alike. Read More

Federal Student Loan Forgiveness – Limited Time Opportunity

Federal Student Loan Forgiveness – Limited Time Opportunity

Financial Planning, Tax Consulting

Evan Kraft from Sanderson Wealth Management explains changes to the federal student loan forgiveness program that benefit an expanded number of borrowers. Read More

November 2021 Market Update

November 2021 Market Update

Financial Planning, Investment Consulting

Volatility in the markets put many stocks on sale in November. Phil Frattali explores the uncertainty and several factors fueling the turmoil. Read More

SECURE Act Changes to IRA Distribution Requirements

SECURE Act Changes to IRA Distribution Requirements

Financial Planning, Tax Consulting

Caleb Jennings from Sanderson Wealth Management outlines how the SECURE Act of 2019 transformed the IRA planning landscape. Read More

Sell or Stand Pat? How to Prepare for a Capital Gain Recognition

Sell or Stand Pat? How to Prepare for a Capital Gain Recognition

Financial Planning, Tax Consulting

Justin Sanderson explains the three big questions investors should answer before deciding to sell or hold an appreciated asset. Read More

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