• 716.566.2420
  • Client Login
Sanderson Wealth Management
  • About
    • Our Team
      • John Sanderson
      • Justin Sanderson
      • James Warner
      • C. Michael Bader
      • Caleb Jennings
      • John Gullo
      • Timothy Domino
      • Debbie Todaro
      • Karen Nicpon
      • Candice Canino
      • Phil Frattali
      • Evan Kraft
      • Cameron Radziwon
      • James Goede
      • Tucker Weppner
      • Angelo Goodenough
      • Regyna Waterhouse
      • Eric Weiher
      • Donna Schmitt
      • Amanda Melendez-Stebick
    • History
    • Mission and Values
  • Services
    • Private Wealth Advisers
    • Investment Management
    • Financial Planning
    • Estate & Generational Wealth Planning
    • Business Succession Planning
    • Philanthropy
    • Tax Consulting & Planning
    • Prosper Financial Wellness
  • Insights
    • Market Snapshot
    • Sanderson Insights
  • Contact Us
  • Careers
Select Page
Investment Review for First Quarter 2024

Investment Review for First Quarter 2024

by Cameron Radziwon | Apr 18, 2024 | Financial Planning, Investment Consulting

Risky asset returns. In the first quarter of 2024, despite reduced expectations for Federal Reserve rate cuts, stock prices surged. As a whole, global stocks experienced an 8.2% rise. Notably, U.S. large and medium-sized companies achieved substantial gains, with...

Investment Review for Fourth Quarter 2023

by Cameron Radziwon | Apr 17, 2024 | Financial Planning, Investment Consulting

Risky asset returns. After suffering losses in 2022, risky assets recorded substantial gains in 2023.  Stock returns were impressive across the globe with U.S. large companies (as measured by the S&P 500) gaining the most at 26.3%, followed by 18.2% for large...

March 2024 Market Update: A Broadening Bull

by Cameron Radziwon | Apr 14, 2024 | Financial Planning, Investment Consulting

The positive trends that we have seen in much of 2024 continued in March. This month marks the fifth consecutive month higher for markets. The economy remains resilient despite stubborn inflation, which led the Fed to keep rates unchanged. Market Stocks continued...

January 2024 Market Update | Sanderson Wealth Management

by Caleb Jennings | Feb 22, 2024 | Financial Planning, Investment Consulting

Markets are off to a slow start in 2024 after a strong end to 2023.  Strong economic data further fueled the markets’ hopes for a “soft landing”. This optimism was softened after the Federal Reserve Chair said they are “not declaring victory at all at this...

Investment Review Q4 2023 | Sanderson Wealth Management

by Caleb Jennings | Feb 22, 2024 | Financial Planning, Investment Consulting

Risky asset returns. After suffering losses in 2022, risky assets recorded substantial gains in 2023.  Stock returns were impressive across the globe with U.S. large companies (as measured by the S&P 500) gaining the most at 26.3%, followed by 18.2% for large...

December 2023 Market Update | Sanderson Wealth Management

by Caleb Jennings | Feb 22, 2024 | Financial Planning, Investment Consulting

The stock market finished 2023 with a bang. The S&P 500 has now logged nine consecutive weeks of gains, a streak not seen since 2004. The extended rally in risk assets came as the economy remained resilient and inflation slowed.  The Federal Reserve signaled they...
« Older Entries

Categories

  • Business Succession Planning
  • Community
  • Estate & Generational Wealth Planning
  • Financial Planning
  • Firm News
  • Investment Consulting
  • Lessons Earned
  • Philanthropy
  • Tax Consulting
  • Testimonial
  • Uncategorized

CONTACT | CAREERS | DISCLOSURE | PRIVACY POLICY | COMPLIANCE

© 2026 Sanderson Wealth Management LLC

716.566.2420