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.

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

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