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 Second Quarter 2022

Investment Review for Second Quarter 2022

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

June 2022 Market Update

June 2022 Market Update

The first half of 2022 was the market’s worst in over 50 years. Phil Frattali examines the confluence of factors and prospects of an upcoming recession. Read More

May 2022 Market Update

May 2022 Market Update

While May wasn’t all bad, the market continues its 2022 slump. Justin Sanderson recaps the month’s returns and indicators, and considers the market’s future. Read More

Market Update: Bear Watch

Market Update: Bear Watch

Justin Sanderson examines factors pushing the market near bear territory, compares 2022 to other recent downturns, and finds signs of potential recovery. Read More

Markets are Down, But It's No Time to Panic

Markets are Down, But It's No Time to Panic

John Gullo explains what smart investors should do — and just as importantly, not do – to weather a market downturn and bolster their long-term plan. Read More

April 2022 Market Update

April 2022 Market Update

Phil Frattali explains how rising interest rates, 40-year inflation highs, and international uncertainty lead to one of the toughest months in years. Read More

Investment Review for First Quarter 2022

Investment Review for First Quarter 2022

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

March 2022 Market Update: Expect the Unexpected

March 2022 Market Update: Expect the Unexpected

Phil Frattali of Sanderson explores factors of March’s unexpected market movements, including inflation, interest rate hikes, and the war in Ukraine. Read More

February 2022 Market Update

February 2022 Market Update

Phil Frattali from Sanderson Wealth Management discusses continued market volatility caused by Russia’s invasion of Ukraine, inflation, and rising interest rates. Read More

2021 Year in Revision – Watch the WealthVantage e-Symposium

2021 Year in Revision – Watch the WealthVantage e-Symposium

Watch a video series of Sanderson Wealth Management advisers reviewing the top financial headlines of 2021 and evaluating forward-looking trends. Read More