--- title: Financial News and Insights | Sanderson Wealth Management | Investment Consulting (4) description: Investment Consulting | Read Sanderson Wealth Management’s blog for the latest insights on investing, financial planning, tax minimization, and more. (4) --- - [716.566.2420](tel:716-566-2420) - [Client Login](https://www.sandersonllc.com/client-login/) [![Sanderson Wealth Management](https://insights.sandersonllc.com/hubfs/Sanderson_October2019%20Theme/Images/sanderson-logo-stacked@2x.png)](https://www.sandersonllc.com/) - About - [Services](https://www.sandersonllc.com/services/) - [Our Team](https://www.sandersonllc.com/team/) - [John Sanderson](https://www.sandersonllc.com/team/john-sanderson/) - [Justin Sanderson](https://www.sandersonllc.com/team/justin-sanderson/) - [James Warner](https://www.sandersonllc.com/team/james-warner/) - [C. Michael Bader](https://www.sandersonllc.com/team/mike-bader/) - [Caleb Jennings](https://www.sandersonllc.com/team/caleb-jennings/) - [John Gullo](https://www.sandersonllc.com/team/john-gullo/) - [Timothy Domino](https://www.sandersonllc.com/team/timothy-domino/) - [Debbie Todaro](https://www.sandersonllc.com/team/debbie-todaro/) - [Karen Nicpon](https://www.sandersonllc.com/team/karen-nicpon/) - [Joe Bartelo](https://www.sandersonllc.com/team/joe-bartelo/) - [Phil Frattali](https://www.sandersonllc.com/team/phil-frattali/) - [Evan Kraft](https://www.sandersonllc.com/team/evan-kraft/) - [Tucker Weppner](https://www.sandersonllc.com/team/tucker-weppner/) - [Angelo Goodenough](https://www.sandersonllc.com/team/angelo-goodenough/) - [Regyna Taberski](https://www.sandersonllc.com/team/regyna-taberski/) - [Eric Weiher](https://www.sandersonllc.com/team/eric-weiher/) - [Cameron Radziwon](https://www.sandersonllc.com/team/cameron-radziwon/) - [Donna Schmitt](https://www.sandersonllc.com/team/donna-schmitt/) - [Amanda Melendez](https://www.sandersonllc.com/team/amanda-melendez/) - [History](https://www.sandersonllc.com/history/) - [Mission and Values](https://www.sandersonllc.com/mission-and-values/) - [Services](https://www.sandersonllc.com/services/) - [Private Wealth Advisers](https://www.sandersonllc.com/private-wealth-advisors/) - [Investment Consulting](https://www.sandersonllc.com/investment-consulting/) - [Financial Planning](https://www.sandersonllc.com/financial-planning/) - [Estate & Generational Wealth Planning](https://www.sandersonllc.com/estate-generational-wealth-planning/) - [Business Succession Planning](https://www.sandersonllc.com/business-succession-planning/) - [Philanthropy](https://www.sandersonllc.com/philanthropy/) - [Tax Consulting](https://www.sandersonllc.com/tax-consulting-2/) - [Prosper Financial Wellness](https://www.sandersonllc.com/prosper/) - Insights - [Market Snapshot](https://www.sandersonllc.com/current-market-snapshot/) - [Sanderson Insights](https://insights.sandersonllc.com/) - [Contact Us](https://www.sandersonllc.com/contact-us/) - [Careers](https://www.sandersonllc.com/careers/) # 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 Third Quarter 2024](https://insights.sandersonllc.com/hs-fs/hubfs/hector-reyes-GrSfB6-OPoY-unsplash.jpg?width=1080&name=hector-reyes-GrSfB6-OPoY-unsplash.jpg)](https://insights.sandersonllc.com/investment-review-q3-2024) ## [Investment Review for Third Quarter 2024](https://insights.sandersonllc.com/investment-review-q3-2024) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) John Gullo summarizes the top financial stories of Q3 2024 in just five minutes. [Read More](https://insights.sandersonllc.com/investment-review-q3-2024) [![August 2024 Market Update: Escapades and Stock Surge](https://insights.sandersonllc.com/hs-fs/hubfs/August%202024%20MMU-1.jpg?width=1080&name=August%202024%20MMU-1.jpg)](https://insights.sandersonllc.com/august-2024-market-update) ## [August 2024 Market Update: Escapades and Stock Surge](https://insights.sandersonllc.com/august-2024-market-update) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) After an early sell-off, global equities rebounded and the U.S. stock market finished up 2.4% in August, contributing to a 19.5% YTD return for the S&P 500. [Read More](https://insights.sandersonllc.com/august-2024-market-update) [![Fiduciary Excellence: Enhancing Trust and Integrity in 2024](https://insights.sandersonllc.com/hs-fs/hubfs/wonderlane--If9zApI940-unsplash%20(1).jpg?width=1080&name=wonderlane--If9zApI940-unsplash%20(1).jpg)](https://insights.sandersonllc.com/fiduciary-standard) ## [Fiduciary Excellence: Enhancing Trust and Integrity in 2024](https://insights.sandersonllc.com/fiduciary-standard) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) Tucker Weppner explores the principles and responsibilities of a fiduciary while highlighting the importance of prioritizing clients' interests and maintaining… [Read More](https://insights.sandersonllc.com/fiduciary-standard) [![July 2024 Market Update: Summer Flip Flops](https://insights.sandersonllc.com/hs-fs/hubfs/Featured%20Image%20July%202024.png?width=1080&name=Featured%20Image%20July%202024.png)](https://insights.sandersonllc.com/july-2024-market-update) ## [July 2024 Market Update: Summer Flip Flops](https://insights.sandersonllc.com/july-2024-market-update) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) The market trends flipped in a volatile month as large growth stocks saw a decline in the month while small cap and large cap value stocks finished strong. [Read More](https://insights.sandersonllc.com/july-2024-market-update) [![June 2024 Market Update: Beyond the Headlines](https://insights.sandersonllc.com/hs-fs/hubfs/Featured%20Image%20June%202024.png?width=1080&name=Featured%20Image%20June%202024.png)](https://insights.sandersonllc.com/june-2024-market-update) ## [June 2024 Market Update: Beyond the Headlines](https://insights.sandersonllc.com/june-2024-market-update) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) Despite underlying market divergence, large mega-cap tech stocks push the stock market upward. [Read More](https://insights.sandersonllc.com/june-2024-market-update) [![Investment Review for Second Quarter 2024](https://insights.sandersonllc.com/hs-fs/hubfs/shutterstock_1671193771.jpg?width=1080&name=shutterstock_1671193771.jpg)](https://insights.sandersonllc.com/investment-review-q2-2024) ## [Investment Review for Second Quarter 2024](https://insights.sandersonllc.com/investment-review-q2-2024) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) John Gullo summarizes the top financial stories of Q2 2024 in just five minutes. [Read More](https://insights.sandersonllc.com/investment-review-q2-2024) [![May 2024 Market Update: Stock Market Recovery & Economic Nuances](https://insights.sandersonllc.com/hs-fs/hubfs/Featured%20Image%20May%202024.png?width=1080&name=Featured%20Image%20May%202024.png)](https://insights.sandersonllc.com/may-2024-market-update) ## [May 2024 Market Update: Stock Market Recovery & Economic Nuances](https://insights.sandersonllc.com/may-2024-market-update) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) The stock market recovered in May with a resurgence in tech stocks and broader market participation, yet inflation remains a persistent concern. [Read More](https://insights.sandersonllc.com/may-2024-market-update) [![Investing in Bonds: Tax Implications for Different Types of Bonds](https://insights.sandersonllc.com/hs-fs/hubfs/shutterstock_787217167%20(1).jpg?width=1080&name=shutterstock_787217167%20(1).jpg)](https://insights.sandersonllc.com/investing-in-bonds) ## [Investing in Bonds: Tax Implications for Different Types of Bonds](https://insights.sandersonllc.com/investing-in-bonds) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) Angelo Goodenough provides a comprehensive overview of the world of bond investing. [Read More](https://insights.sandersonllc.com/investing-in-bonds) [![April 2024 Market Update: Stock Streak Sours](https://insights.sandersonllc.com/hs-fs/hubfs/Featured%20Image%20Apr%202024.png?width=1080&name=Featured%20Image%20Apr%202024.png)](https://insights.sandersonllc.com/april-2024-market-update) ## [April 2024 Market Update: Stock Streak Sours](https://insights.sandersonllc.com/april-2024-market-update) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) The stock market reversed its trend in April due to inflation fears, the Fed's reluctance for monetary policy easing, and continued geopolitical tensions. [Read More](https://insights.sandersonllc.com/april-2024-market-update) [![Investment Review for Fourth Quarter 2023](https://insights.sandersonllc.com/hs-fs/hubfs/Gullo%20Insights%206.1.22-1.jpg?width=1080&name=Gullo%20Insights%206.1.22-1.jpg)](https://insights.sandersonllc.com/investment-review-q4-2023) ## [Investment Review for Fourth Quarter 2023](https://insights.sandersonllc.com/investment-review-q4-2023) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting) John Gullo summarizes the top financial stories of Q4 in just five minutes. [Read More](https://insights.sandersonllc.com/investment-review-q4-2023) [« Older Entries](https://insights.sandersonllc.com/tag/investment-consulting/page/5) [Next Entries »](https://insights.sandersonllc.com/tag/investment-consulting/page/3) ### Let’s talk about your future. Schedule a consultation to learn more about our investment services. ## Filter Blog Posts ### SUBJECT - [Investment Consulting (169)](https://insights.sandersonllc.com/tag/investment-consulting) - [Financial Planning (153)](https://insights.sandersonllc.com/tag/financial-planning) - [Tax Consulting (44)](https://insights.sandersonllc.com/tag/tax-consulting) - [Estate & Generational Wealth Planning (15)](https://insights.sandersonllc.com/tag/estate-generational-wealth-planning) - [Firm News (11)](https://insights.sandersonllc.com/tag/firm-news) - [Lessons Earned (11)](https://insights.sandersonllc.com/tag/lessons-earned) - [COVID-19: Market Watch (10)](https://insights.sandersonllc.com/tag/covid-19-market-watch) - [Community (5)](https://insights.sandersonllc.com/tag/community) - [Philanthropy (4)](https://insights.sandersonllc.com/tag/philanthropy) - [Business Succession Planning (3)](https://insights.sandersonllc.com/tag/business-succession-planning) - [Prosper Financial Wellness (3)](https://insights.sandersonllc.com/tag/prosper-financial-wellness) - [Ukraine: Market Watch (1)](https://insights.sandersonllc.com/tag/ukraine-market-watch) See all ### AUTHOR - [Angelo Goodenough](https://insights.sandersonllc.com/author/angelo-goodenough) - [C. Michael Bader, Esq., MBA, CPA, CIMA®](https://insights.sandersonllc.com/author/c.-michael-bader-esq.-mba-cpa-cima) - [Caleb Jennings, MBA, CFP®, CIMA®, AIF®](https://insights.sandersonllc.com/author/caleb-jennings-mba-cfp-cima-aif) - [Cameron Radziwon, LSSBB](https://insights.sandersonllc.com/author/cameron-radziwon) - [Debbie Todaro](https://insights.sandersonllc.com/author/debbie-todaro) - [Evan Kraft, CFP®, CRPC®](https://insights.sandersonllc.com/author/evan-kraft-cfp-crpc) - [James Warner, MBA, CPA, CFP®, CIMA®](https://insights.sandersonllc.com/author/jim-warner-mba-cpa-cfp-cima) - [Joe Bartelo, CPA](https://insights.sandersonllc.com/author/joe-bartelo-cpa) - [John Gullo, MBA, CFA, CFP®, CIMA®](https://insights.sandersonllc.com/author/john-gullo-mba-cfa-cfp-cima) - [John Sanderson, CPA, CIMA®](https://insights.sandersonllc.com/author/john-sanderson-cpa-cima) - [Justin Sanderson, MBA, CFP®, CIMA®](https://insights.sandersonllc.com/author/justin-sanderson-mba-cfp-cima) - [Karen Nicpon, CPA](https://insights.sandersonllc.com/author/karen-nicpon-cpa) - [Phil Frattali, CFA](https://insights.sandersonllc.com/author/phil-frattali-cfa) - [Regyna Waterhouse](https://insights.sandersonllc.com/author/regyna-taberski) - [Sanderson Wealth Management](https://insights.sandersonllc.com/author/sanderson-wealth-management) - [Tim Domino, CPA, CFP®](https://insights.sandersonllc.com/author/tim-domino-cpa-cfp) - [Tucker Weppner, CFP®](https://insights.sandersonllc.com/author/tucker-weppner) ## Put our experience to work for your wealth. Schedule a consultation to learn more about our investment services. ## Background Schedule a consultation to learn more about our investment services. - [CONTACT](https://www.sandersonllc.com/contact-us/) - [CAREERS](https://www.sandersonllc.com/careers/) - DISCLOSURE - [COMPLIANCE](https://adviserinfo.sec.gov/firm/summary/118910) © 2022 Sanderson Wealth Management LLC [716.566.2420](tel:716.566.2420) Sanderson Wealth Management, LLC (“Sanderson Wealth”) is an SEC registered investment adviser located in Buffalo, New York. The publication of Sanderson Wealth’s website on the Internet should not be construed by any consumer or prospective client as Sanderson Wealth’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.  The information on this Internet site should not be construed as the provision of personalized individual advice from Sanderson Wealth. 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