Expand your financial understanding.
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 First Quarter 2024
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
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
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
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 point.”...
Investment Review Q4 2023 | Sanderson Wealth Management
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...
Home Buying Realities in a High Interest Rate Environment
Owning your own property, having a white picket fence surrounding your backyard and having a spouse with children are all things that we consider to be part of the American Dream. They all represent a form of financial success, independence, stability, and control....
Strategies for an Overfunded 529 College Savings Account
December 2023 Market Update | Sanderson Wealth Management
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...
October 2023 Market Update | Sanderson Wealth Management
October brought more tricks than treats to investors this month. Stocks and bonds were both spooked as the Fed-induced bond yield surge continued to weigh on the markets. The Israel-Hamas war also contributed to the risk-off sentiment that shook up the commodity...
Spotlight Series: Bonds | Sanderson Wealth Management
With any financial plan comes short- and long-term investments, both of which provide strategic benefits to your customized financial plan. In this Spotlight Series, Sanderson’s Chief Investment Officer John Gullo provides an informative overview of bonds, including...