Blog posts by John Gullo, MBA, CFA, CFP®, CIMA®

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.

John Gullo, MBA, CFA, CFP®, CIMA®

John Gullo, MBA, CFA, CFP®, CIMA®
John’s ability to serve two crucial roles is a testament to his expertise and value to Sanderson Wealth Management and our clients. As Chief Investment Officer, John is extensively involved in all aspects of the research process, and directs our investment committee and asset allocation meetings. Concurrently, as COO, he is responsible for the supervision and oversight of day-to-day operations. In addition to his management duties, John works directly with clients as a wealth manager. John draws upon 20+ years of experience and expertise in financial planning and investment management to help clients reach their financial goals and objectives.
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Recent Posts

A Change at 1600 Pennsylvania Avenue

A Change at 1600 Pennsylvania Avenue

With Trump set to take office as the 47th U.S. president, John Gullo analyzes how new policies may impact the economy, taxes, and client portfolios. Read More

Investment Review for Third Quarter 2024

Investment Review for Third Quarter 2024

John Gullo summarizes the top financial stories of Q3 2024 in just five minutes. Read More

Investment Review for Second Quarter 2024

Investment Review for Second Quarter 2024

John Gullo summarizes the top financial stories of Q2 2024 in just five minutes. Read More

Investment Review for Fourth Quarter 2023

Investment Review for Fourth Quarter 2023

John Gullo summarizes the top financial stories of Q4 in just five minutes. Read More

Investment Review for First Quarter 2024

Investment Review for First Quarter 2024

John Gullo summarizes the top financial stories of Q1 in just five minutes. Read More

Insights from the Latest Fed Meeting

Insights from the Latest Fed Meeting

Chief Investment Officer, John Gullo, gives insights and commentary on the latest Fed meeting in March. Read More

Spotlight Series: Bonds

Spotlight Series: Bonds

In our latest Spotlight Series feature, John Gullo gives insight into the particulars of bond investing. Read More

Investment Review for Third Quarter 2023

Investment Review for Third Quarter 2023

John Gullo summarizes the top financial stories of Q3 in just five minutes. Read More

Investment Review for Second Quarter 2023

Investment Review for Second Quarter 2023

John Gullo summarizes the top financial stories of Q2 in just five minutes. Read More

Spotlight Series: 401(k)

Spotlight Series: 401(k)

In our latest Spotlight Series feature, John Gullo gives insight into the ins and outs of 401(k)’s. Read More