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.

Making (Financial) Sense Out of 2020

Making (Financial) Sense Out of 2020

Sanderson Wealth Management answers the top investment and tax questions of 2020. Read More

Sanderson Wealth Management Adds Private Equity

Sanderson Wealth Management Adds Private Equity

Sanderson Wealth Management launched a diversified investment strategy in November 2020 that now includes private equity investments. Read More

Investment Review for Third Quarter 2020

Investment Review for Third Quarter 2020

In his 15-Minute Financial Update, John Gullo recaps the events of Q3 2020 as we prepare to head into the final quarter of the year. Read More

What the Presidency Means for Your Money

What the Presidency Means for Your Money

Historical data you need to understand the relationship between presidencies, the markets, and elections. Read More

Stock Compensation Planning: Making the Most of Your Equity Awards

Stock Compensation Planning: Making the Most of Your Equity Awards

Tim Domino dissects opportunities in Executive Stock Compensation Planning in this volatile market. Read More

Investment Review for Second Quarter 2020

Investment Review for Second Quarter 2020

In his 15-Minute Financial Update, John Gullo recaps the events of Q2 2020 that have led us to the official beginning of a recession after the longest expansion in… Read More

May Coronavirus Update – Assessing the Fallout and Pondering the Future

May Coronavirus Update – Assessing the Fallout and Pondering the Future

Justin Sanderson from Sanderson Wealth Management discusses the personal and financial impact of the COVID-19 pandemic. Read More

The Great Bifurcation

The Great Bifurcation

Phil Frattali from Sanderson Wealth Management examines why a top-heavy sector is skewing the overall performance of the market. Read More

Investment Review for First Quarter 2020

Investment Review for First Quarter 2020

How much can the world really change in just three months? The answer is more than anyone could have imagined. In his 15-Minute Financial Update, John Gullo recaps… Read More

The CARES Act

The CARES Act

John Gullo from Sanderson Wealth Management highlights provisions of the CARES Act for individuals, businesses, municipalities, and healthcare facilities. Read More