News & Insights

Here's what’s going on in our firm. We’re constantly learning new ways to enhance our clients’ wealth and want to share those experiences with you.

New Certified Financial Planner Designees

Sanderson Wealth Management, LLC is pleased and proud to announce that two of our team members have recently been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. Read more »

Third Quarter 2014

Q3 2014 Financial Market Update: Headlines outlining a number of global events led to fluctuations in the stock and bond markets during the quarter.  Events included: (1) continued fighting and unrest in Ukraine that hurt both relations and trade between Russia and the rest of the developed world, (2) a… Read more »

Second Quarter 2014

Q2 2014 Financial Market Update: 2014 was off to a much more volatile start than the prior year with seven days of large price swings on global stocks in the first three months. The trend continued in April where stocks experienced two additional days of 2% or greater price movements. However, stock market volatility fell and risky assets rallied when geopolitical tensions began to ease…Read more »

Sanderson named a Top 100 Fee-Only Wealth Management Firm

It gives us great pride to announce that Sanderson Wealth Management was ranked number 30 in the inaugural Top-100 Fee-Only Wealth Management Firms list by CNBC Digital. The list was compiled with the assistance of Meridian-IQ, and determined by a proprietary formula that included the following criteria: Assets under management… Read more »

First Quarter 2014

Q1 2014 Financial Market Update: In a sharp contrast to 2013, real estate and commodities significantly outperformed other risky assets during the first quarter of 2014.  Increasing 10.4% and 7.0% respectively, these asset classes far outpaced global stocks that appreciated a modest 1.1%.  Emerging market stocks continued to struggle as… Read more »