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 Fourth Quarter 2021

Investment Review for Fourth Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps the events of Q4 2021. Read More

Year-End 2021 Market Update: The Good, The Bad & The Fed

Year-End 2021 Market Update: The Good, The Bad & The Fed

Phil Fratalli recaps the wild year in the global equity markets, including COVID disruptions, high inflation, supply chain bottlenecks, and more. Read More

November 2021 Market Update

November 2021 Market Update

Volatility in the markets put many stocks on sale in November. Phil Frattali explores the uncertainty and several factors fueling the turmoil. Read More

October 2021 Market Update

October 2021 Market Update

Despite the uncertainties, the market is proving to be as resilient as a kid fighting the cold Buffalo weather in the spirit of trick-or-treating. Read More

Sustainable Investing

Sustainable Investing

John Gullo from Sanderson discusses approaches to sustainable (ESG) investing and the financial justification for sustainable business practices. Read More

Investment Review for Third Quarter 2021

Investment Review for Third Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps Q3 2021, including asset returns, regulation in China, shipping bottlenecks, inflation, and more. Read More

September 2021 Market Update

September 2021 Market Update

Phil Frattali recaps why September was a choppy month for the market, including government debt concerns, Fed signals, supply chain issues, and more. Read More

August 2021 Market Update

August 2021 Market Update

Phil Frattali reviews the seventh positive month in a row for the S&P 500, despite an array of natural and man-made challenges. Read More

July 2021 Market Update

July 2021 Market Update

July 2021 was a busy, interesting month. Phil Frattali highlights stock gains, bond delines, economic data, COVID-19 resurgence, and more. 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