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.

Home Buying Realities in a High Interest Rate Environment

Home Buying Realities in a High Interest Rate Environment

Financial Planning

Angelo Goodenough evaluates why home buying in a high interest rate environment is so difficult for many aspiring home owners. Read More

Strategies for an Overfunded 529 College Savings Account

Strategies for an Overfunded 529 College Savings Account

Financial Planning, Tax Consulting

Jim Warner explores what to do with excess or unused funds in a 529 savings plan, including a new Roth IRA rollover option starting in 2024. Read More

November 2023 Market Update: The Streak Continues

November 2023 Market Update: The Streak Continues

Financial Planning, Investment Consulting

Following a somber October, stocks posted five straight weeks of gains and data suggests inflation is abating by consequence of tight monetary policy. Read More

Spotlight Series: Bonds

Spotlight Series: Bonds

Financial Planning, Investment Consulting

In our latest Spotlight Series feature, John Gullo gives insight into the particulars of bond investing. Read More

October 2023 Market Update: More Tricks Than Treats

October 2023 Market Update: More Tricks Than Treats

Financial Planning, Investment Consulting

The global stock market continues to suffer, experiencing its first 3-month losing streak since March of 2020, and the commodity markets were shaken amid the… Read More

Investment Review for Third Quarter 2023

Investment Review for Third Quarter 2023

Financial Planning, Investment Consulting

John Gullo summarizes the top financial stories of Q3 in just five minutes. Read More

September 2023 Market Update: Buzz Kill

September 2023 Market Update: Buzz Kill

Financial Planning, Investment Consulting

The pull back in August continued with a sobering September as the S&P 500 closed with its worst monthly performance in 2023 leading to a negative Q3. Read More

August 2023 Market Update: One Thing Led to Another

August 2023 Market Update: One Thing Led to Another

Financial Planning, Investment Consulting

The streak of positive months in the markets was dampened by a pull back in August. The S&P 500, foreign developed and emerging stock markets, and the bond market… Read More

Common Benchmark Indices: What are the key differences?

Common Benchmark Indices: What are the key differences?

Financial Planning, Investment Consulting

Explore the world of investing and the key differences between the Dow Jones, NASDAQ, S&P 500, and MSCI ACWI indices. Read More

Estate Planning Strategies for the

Estate Planning Strategies for the "Very High Net Worth"

Estate & Generational Wealth Planning, Financial Planning

Tim Domino explores the opportunities for preserving wealth within VHNW families and maximizing assets while minimizing fees. Read More

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