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.

Sustainable Investing

Sustainable Investing

In his 17-minute presentation, John Gullo, Chief Investment Officer of Sanderson Wealth Management discusses sustainable investing and the financial justification… Read More

Investment Review for Third Quarter 2021

Investment Review for Third Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps the events of Q3 2021. Read More

September 2021 Market Update

September 2021 Market Update

September 2021 lived up to its tradition of being a choppy month. Despite the S&P 500 squeaking out a positive third quarter (+.23%), the -4.76% tumble for the… Read More

August 2021 Market Update

August 2021 Market Update

August 2021 marks the seventh positive month in a row for the S&P 500. Despite Fed talk, an Afghanistan take over, the Delta variant, Hurricane Ida, and rising… Read More

July 2021 Market Update

July 2021 Market Update

July 2021 saw gains in Global Stocks and the S&P 500, and declines in the bond markets. Several notable events contributed to an interesting month. Read More

Investment Review for Second Quarter 2021

Investment Review for Second Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps the events of Q2 2021. Read More

June 2021 Market Update

June 2021 Market Update

June 2021 was another hot month of gains for the S&P 500, large-cap stocks, consumer confidence and demand for goods and services, closing out a strong first half… Read More

Modern Money: A Primer on Cryptocurrency and Bitcoin

Modern Money: A Primer on Cryptocurrency and Bitcoin

Bitcoin has been making headlines through our economy and investing landscape. Justin Sanderson covers the basics of cryptocurrency in this piece. Read More

Video: 2020, A Year in Review

Video: 2020, A Year in Review

John Sanderson from Sanderson Wealth Management summarizes the top financial stories of 2020. Read More

Sizing Up Big Data – And Finding the Next Information Advantage

Sizing Up Big Data – And Finding the Next Information Advantage

Justin Sanderson explores the impact of big data on your investment strategy and wealth. Read More