investment consulting

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 First Quarter 2025

Investment Review for First Quarter 2025

John Gullo summarizes the top financial stories of Q1 2025 in just five minutes. Read More

March 2025 Market Update: A Month of Market Turbulence

March 2025 Market Update: A Month of Market Turbulence

March 2025 saw sharp U.S. market declines amid tariff tensions and political uncertainty, while international markets showed relative resilience. Read More

February 2025 Market Update: A Global Divergence

February 2025 Market Update: A Global Divergence

Global markets sent mixed signals in February with domestic stocks showing varied returns, while foreign developed and emerging markets fared better. Read More

January 2025 Market Update: Trump's Tariffs & Tech Turmoil

January 2025 Market Update: Trump's Tariffs & Tech Turmoil

January was a positive but volatile month as markets reacted to Trump's return to the White House and major developments in Artificial Intelligence. Read More

Investment Review for Fourth Quarter 2024

Investment Review for Fourth Quarter 2024

John Gullo summarizes the top financial stories of Q4 2024 in just five minutes. Read More

December 2024 Market Update: December Dips and Yearly Yips

December 2024 Market Update: December Dips and Yearly Yips

The anticipated year-end rally failed to materialize as markets declined in December 2024, but the S&P 500 closed the year with a strong 25% annual gain. Read More

November 2024 Market Update: Election Aftermath

November 2024 Market Update: Election Aftermath

Following the U.S. Presidential Election, the U.S. markets rallied, with mid-cap and small-cap stocks posting notable gains and the S&P 500 closing up 6%. Read More

October 2024 Market Update: Stocks Stumble Ahead of Election

October 2024 Market Update: Stocks Stumble Ahead of Election

October 2024 saw global market declines, rising bond yields, mixed economic data, and U.S. election-driven volatility with potential policy shifts ahead. Read More

A Change at 1600 Pennsylvania Avenue

A Change at 1600 Pennsylvania Avenue

With Trump set to take office as the 47th U.S. president, John Gullo analyzes how new policies may impact the economy, taxes, and client portfolios. Read More

September 2024 Market Update: Stock Streak Strengthens on Stimulus

September 2024 Market Update: Stock Streak Strengthens on Stimulus

The global stock index climbed 2.3% in September, primarily driven by the Federal Reserve's larger-than-expected rate cut and China's economic stimulus package. Read More