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.

Spotlight Series: Bonds

Spotlight Series: Bonds

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

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

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

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

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?

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

July 2023 Market Update: Hot Streak

July 2023 Market Update: Hot Streak

The strong momentum in the markets continued in July as the S&P 500 closed higher for the fifth consecutive month and the DOW Jones Industrial Average boasted gains… Read More

Investment Review for Second Quarter 2023

Investment Review for Second Quarter 2023

John Gullo summarizes the top financial stories of Q2 in just five minutes. Read More

Spotlight Series: 401(k)

Spotlight Series: 401(k)

In our latest Spotlight Series feature, John Gullo gives insight into the ins and outs of 401(k)’s. Read More

June 2023 Market Update: Heating Up

June 2023 Market Update: Heating Up

As Apple set records as the first company to ever close above $3 trillion valuation, it's high valuation reflected a strong month for all major stock markets. In… Read More