Sanderson Wealth Management

October brought volatility to global stock markets, with a notable decline amid rising bond yields and mixed economic data. The recent U.S. presidential election, resulting in Donald Trump’s second term, added another layer of uncertainty, though markets initially reacted positively. In his recent monthly market update, Phil Frattali analyzes key economic data and events from the past month. #FinancialMarkets #GlobalEconomy #Election

With Trump set to take office as the 47th U.S. president, Sanderson Wealth Management's Chief Investment Office, John Gullo, analyzes how potential new policies may impact the economy, investments, taxes, and client portfolios under the upcoming administration. #economy #election #financialmarkets

The Federal Reserve's larger-than-expected 0.50% rate cut and China's substantial stimulus package were the standout events in September, helping drive markets to a positive month. On the downside, geopolitical tensions escalated in the Middle East, while Russian President Putin threatened further escalations in the Russo-Ukrainian War. In his latest monthly market update, Phil Frattali highlights key economic developments and data from the past month. #MarketUpdate #EconomicOutlook #GlobalEconomy Read more here: https://lnkd.in/eKf8Yvk9

In the third quarter of 2024, rate cuts were introduced in response to easing inflation and a softening labor market, while risk assets delivered strong performance and China implemented stimulus initiatives. In his quarterly investment review, Chief Investment Officer John Gullo highlights five key financial insights in just five minutes. #MarketUpdate #InterestRates #GlobalEconomy

Investments in private equity and alternative strategies. An evolving technology stack to better serve our clients. A 10-year plan with 90-day milestones. These are just a few of the ways that Justin Sanderson and John Sanderson have kept us moving forward. Read more about how we’re always looking for better, smarter ways to do things in this excerpt from John’s book, “Lessons Earned.”

Despite early market volatility, influenced by concerning U.S. economic data and Japan's carry trade unwind, the global stock market rebounded and the S&P 500 finished August up 2.4%. Inflations showed signs of cooling, yet mixed economic data showed weakened job growth and a rising unemployment rate. Investors look ahead to this week's Federal Reserve meeting, where anticipated rate cuts could further shape market trends. In his latest market update, Phil Frattali analyzes market performance and key economic events. #financialmarkets #globaleconomy

Despite early volatility driven by concerns over U.S. economic data and Japan’s carry trade unwind, global equities rebounded, and the S&P 500 finishing August up 2.4%. Inflation showed signs of easing, but mixed economic data revealed weakened job growth and a rising unemployment rate. Investors are now focused on this week’s Federal Reserve meeting, where expected rate cuts could further impact market trends. In his latest monthly market update, Phil Frattali examines market performance and key economic developments. Read more here: https://lnkd.in/esFynDGx #financialmarkets #globaleconomy

The Institute for the Fiduciary Standard’s ‘Fiduciary September’ is back, offering a timely reminder of the importance of the fiduciary standard. Sanderson Wealth Management's Tucker Weppner, CFP® explores the core principles, responsibilities, and trends in fiduciary practices, highlighting how they strengthen trust and integrity in client relationships. #FiduciaryStandard #FinancialPlanning

July was marked by significant market volatility, with investors witnessing both the best and worst trading days of the year within the same week. Large-cap growth stocks experienced a decline, while small-cap and large-cap value stocks took the spotlight. In his latest market update, Phil Frattali analyzes market performance and key economic events. Read more here https://lnkd.in/eYbFCE-t #financialmarkets #economy #investors

The IRS has extended the exemption for annual Required Minimum Distributions (RMDs) for certain inherited IRA beneficiaries through 2024, as detailed in Notice 2024-35. This continues the waiver from 2021-2023, with no penalties for missed distributions for those individuals. Tucker Weppner, CFP®'s update provides further detail about the RMD rules and most recent notice from the IRS. #InheritedIRA #FinancialPlanning #RMD