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 Fourth Quarter 2021

Investment Review for Fourth Quarter 2021

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

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

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

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

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

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

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

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

October 2021 Market Update

October 2021 Market Update

Despite the uncertainties, the market is proving to be as resilient as a kid fighting the cold Buffalo weather in the spirit of trick-or-treating. Read More

Rational Thinking: Taking the Emotion Out of Investing

Rational Thinking: Taking the Emotion Out of Investing

Sean Casullo explores behavioral finance to explain why investors often make decisions based on personal biases instead of facts. Read More