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.

November 2022 Market Update

November 2022 Market Update

Financial Planning, Investment Consulting

November posted market gains for the second month in a row. Phil Frattali reveals what's fueling the momentum in the November 2022 Market Update. Read More

What Happens When the S&P 500 is Down 25%?

What Happens When the S&P 500 is Down 25%?

Financial Planning, Investment Consulting

Angelo Goodenough highlights some of the intricacies of the S&P 500 and points out a few historical facts. Read More

IRS Announces Raises to Retirement Contribution Limits for 2023

IRS Announces Raises to Retirement Contribution Limits for 2023

Financial Planning, Investment Consulting, Tax Consulting

Jim Warner outlines how the IRS is adjusting to high inflation by allowing individuals to save more for retirement next year. Read More

October 2022 Market Update

October 2022 Market Update

Financial Planning, Investment Consulting

October markets saw the first gains in two months despite continued headwinds. Read Phil Frattali's analysis in the October 2022 Market Update. Read More

Perceptions Versus Reality in an Economic Downturn

Perceptions Versus Reality in an Economic Downturn

Financial Planning, Investment Consulting

Phil Fratttali and John Gullo sit down to discuss inflation, the markets, and the global economic outlook. Read More

Spousal Lifetime Access Trusts: Preparing for the Sunset of Current Estate Tax Laws

Spousal Lifetime Access Trusts: Preparing for the Sunset of Current Estate Tax Laws

Financial Planning, Tax Consulting

Tim Domino shares how families can utilize today’s high estate tax exemption amounts through a Spousal Lifetime Access Trust. Read More

Investment Review for Third Quarter 2022

Investment Review for Third Quarter 2022

Financial Planning, Investment Consulting

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

September 2022 Market Update

September 2022 Market Update

Financial Planning, Investment Consulting

Volatility impacted the financial markets on multiple fronts in September. Read Phil Frattali's full report in the September 2022 Market Update. Read More

Exploring the Cutting Edge of Digital Data and Asset Technologies

Exploring the Cutting Edge of Digital Data and Asset Technologies

Financial Planning, Investment Consulting

Justin Sanderson shares top lessons on blockchain and cryptocurrencies, and weighs in on the investment potential of digital assets. Read More

August 2022 Market Update

August 2022 Market Update

Financial Planning, Investment Consulting

Phil Frattali reports an abrupt dip in stocks and investor sentiment in anticipation of additional interest rate hikes in the August 2022 Market Update. Read More

Let’s talk about your future.

Schedule a consultation to learn more about our investment services.

    Filter Blog Posts

    SUBJECT

    See all

    Put our experience to work for your wealth.

    Schedule a consultation to learn more about our investment services.

    Background

    Schedule a consultation to learn more about our investment services.

    © 2022 Sanderson Wealth Management LLC

    716.566.2420

    Sanderson Wealth Management, LLC (“Sanderson Wealth”) is an SEC registered investment adviser located in Buffalo, New York. The publication of Sanderson Wealth’s website on the Internet should not be construed by any consumer or prospective client as Sanderson Wealth’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.  The information on this Internet site should not be construed as the provision of personalized individual advice from Sanderson Wealth.

    A copy of Sanderson Wealth’s current written disclosure statement as set forth on Form ADV discussing Sanderson Wealth’s business operations, services, and fees is available upon written request.  Sanderson Wealth does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided for convenience purposes and all users thereof should be guided accordingly.

    ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.