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

Seven or Bust

Seven or Bust

Financial Planning, Investment Consulting

John Gullo evaluates the S&P 500 index's strong start in 2023 and reveals how the top seven companies are impacting overall return. Read More

Investment Review for First Quarter 2023

Investment Review for First Quarter 2023

Financial Planning, Investment Consulting

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

Spotlight Series: Money Markets

Spotlight Series: Money Markets

Financial Planning, Investment Consulting

John Gullo provides an overview of money market funds in our Spotlight Series. Read More

Investment Review for Fourth Quarter 2022

Investment Review for Fourth Quarter 2022

Financial Planning, Investment Consulting

From interest rates to risky asset returns, John Gullo summarizes the top financial stories of Q4 in just five minutes. Read More

Investment Review for Third Quarter 2022

Investment Review for Third Quarter 2022

Financial Planning, Investment Consulting

John Gullo from Sanderson Wealth Management covers five financial highlights from the third quarter of 2022 in just five minutes. Read More

Investment Review for Second Quarter 2022

Investment Review for Second Quarter 2022

Financial Planning, Investment Consulting

John Gullo from Sanderson Wealth Management covers five financial highlights from the second quarter of 2022 in just five minutes. Read More

Markets are Down, But It's No Time to Panic

Markets are Down, But It's No Time to Panic

Financial Planning, Investment Consulting

John Gullo explains what smart investors should do — and just as importantly, not do – to weather a market downturn and bolster their long-term plan. Read More

Investment Review for First Quarter 2022

Investment Review for First Quarter 2022

Financial Planning, Investment Consulting

John Gullo from Sanderson Wealth Management covers five financial highlights from the first quarter of 2022 in just five minutes. Read More

Investment Review for Fourth Quarter 2021

Investment Review for Fourth Quarter 2021

Financial Planning, Investment Consulting

In his 15-Minute Financial Update, John Gullo recaps the events of Q4 2021. Read More

Sustainable Investing

Sustainable Investing

Investment Consulting, Tax Consulting

John Gullo from Sanderson discusses approaches to sustainable (ESG) investing and the financial justification for sustainable business practices. Read More

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