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.

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

June 2021 Market Update

June 2021 Market Update

Phil Frattali explains why June 2021 was another hot month for stocks and economic recovery as consumer confidence increased and unemployment declined. 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

Gaming the System – Breaking Down the GameStop Saga

Gaming the System – Breaking Down the GameStop Saga

Justin Sanderson breaks down the GameStop saga and explains what Sanderson Wealth Management clients need to know. Read More

Investment Review for Fourth Quarter 2020

Investment Review for Fourth Quarter 2020

In his 15-Minute Financial Update, John Gullo recaps the events of Q4 2020 as we close the books on a historic year. Read More

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