---
title: Financial News and Insights | Sanderson Wealth Management | John Gullo, MBA, CFA, CFP®, CIMA® (2)
description: 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. (2)
---

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# 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®](https://insights.sandersonllc.com/hubfs/MicrosoftTeams-image%20(41).jpeg)

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.

Find me on:

<https://www.linkedin.com/in/jsgullo/>

### Recent Posts

[![Investment Review for Second Quarter 2024](https://insights.sandersonllc.com/hs-fs/hubfs/shutterstock_1671193771.jpg?width=1080&name=shutterstock_1671193771.jpg)](https://insights.sandersonllc.com/investment-review-q2-2024)

## [Investment Review for Second Quarter 2024](https://insights.sandersonllc.com/investment-review-q2-2024)

[Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting)

 John Gullo summarizes the top financial stories of Q2 2024 in just five minutes. [Read More](https://insights.sandersonllc.com/investment-review-q2-2024)

[![Investment Review for Fourth Quarter 2023](https://insights.sandersonllc.com/hs-fs/hubfs/Gullo%20Insights%206.1.22-1.jpg?width=1080&name=Gullo%20Insights%206.1.22-1.jpg)](https://insights.sandersonllc.com/investment-review-q4-2023)

## [Investment Review for Fourth Quarter 2023](https://insights.sandersonllc.com/investment-review-q4-2023)

[Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting)

 John Gullo summarizes the top financial stories of Q4 in just five minutes. [Read More](https://insights.sandersonllc.com/investment-review-q4-2023)

[![Investment Review for First Quarter 2024](https://insights.sandersonllc.com/hs-fs/hubfs/shutterstock_1919965778.jpg?width=1080&name=shutterstock_1919965778.jpg)](https://insights.sandersonllc.com/investment-review-q1-2024)

## [Investment Review for First Quarter 2024](https://insights.sandersonllc.com/investment-review-q1-2024)

[Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting)

 John Gullo summarizes the top financial stories of Q1 in just five minutes. [Read More](https://insights.sandersonllc.com/investment-review-q1-2024)

[![Insights from the Latest Fed Meeting](https://insights.sandersonllc.com/hs-fs/hubfs/shutterstock_1490978012%5B1%5D.jpg?width=1080&name=shutterstock_1490978012%5B1%5D.jpg)](https://insights.sandersonllc.com/insight-from-latest-fed-meeting)

## [Insights from the Latest Fed Meeting](https://insights.sandersonllc.com/insight-from-latest-fed-meeting)

[Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting)

 Chief Investment Officer, John Gullo, gives insights and commentary on the latest Fed meeting in March. [Read More](https://insights.sandersonllc.com/insight-from-latest-fed-meeting)

[![Spotlight Series: Bonds](https://insights.sandersonllc.com/hs-fs/hubfs/SWM%20Spotlight%20Series%20Template.png?width=1080&name=SWM%20Spotlight%20Series%20Template.png)](https://insights.sandersonllc.com/spotlight-series-bonds)

## [Spotlight Series: Bonds](https://insights.sandersonllc.com/spotlight-series-bonds)

[Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting)

 In our latest Spotlight Series feature, John Gullo gives insight into the particulars of bond investing. [Read More](https://insights.sandersonllc.com/spotlight-series-bonds)

[![Investment Review for Third Quarter 2023](https://insights.sandersonllc.com/hs-fs/hubfs/shutterstock_2066889386.jpg?width=1080&name=shutterstock_2066889386.jpg)](https://insights.sandersonllc.com/investment-review-q3-2023)

## [Investment Review for Third Quarter 2023](https://insights.sandersonllc.com/investment-review-q3-2023)

[Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting)

 John Gullo summarizes the top financial stories of Q3 in just five minutes. [Read More](https://insights.sandersonllc.com/investment-review-q3-2023)

[![Investment Review for Second Quarter 2023](https://insights.sandersonllc.com/hs-fs/hubfs/shutterstock_267570416.jpg?width=1080&name=shutterstock_267570416.jpg)](https://insights.sandersonllc.com/investment-review-q2-2023)

## [Investment Review for Second Quarter 2023](https://insights.sandersonllc.com/investment-review-q2-2023)

[Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting)

 John Gullo summarizes the top financial stories of Q2 in just five minutes. [Read More](https://insights.sandersonllc.com/investment-review-q2-2023)

[![Spotlight Series: 401(k)](https://insights.sandersonllc.com/hs-fs/hubfs/401k%20thumbnail.png?width=1080&name=401k%20thumbnail.png)](https://insights.sandersonllc.com/spotlight-series-401k)

## [Spotlight Series: 401(k)](https://insights.sandersonllc.com/spotlight-series-401k)

[Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting)

 In our latest Spotlight Series feature, John Gullo gives insight into the ins and outs of 401(k)’s. [Read More](https://insights.sandersonllc.com/spotlight-series-401k)

[![Seven or Bust](https://insights.sandersonllc.com/hs-fs/hubfs/shutterstock_787217167.jpg?width=1080&name=shutterstock_787217167.jpg)](https://insights.sandersonllc.com/seven-or-bust)

## [Seven or Bust](https://insights.sandersonllc.com/seven-or-bust)

[Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/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](https://insights.sandersonllc.com/seven-or-bust)

[![Investment Review for First Quarter 2023](https://insights.sandersonllc.com/hs-fs/hubfs/Screenshot%202023-04-23%20at%207.46.58%20AM.png?width=1080&name=Screenshot%202023-04-23%20at%207.46.58%20AM.png)](https://insights.sandersonllc.com/investment-review-q1-2023)

## [Investment Review for First Quarter 2023](https://insights.sandersonllc.com/investment-review-q1-2023)

[Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting)

 John Gullo summarizes the top financial stories of Q1 in just five minutes. [Read More](https://insights.sandersonllc.com/investment-review-q1-2023)

[« Older Entries](https://insights.sandersonllc.com/author/john-gullo-mba-cfa-cfp-cima/page/3)

[Next Entries »](https://insights.sandersonllc.com/author/john-gullo-mba-cfa-cfp-cima/page/1)

### Let’s talk about your future.

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## Filter Blog Posts

### SUBJECT

- [Investment Consulting (171)](https://insights.sandersonllc.com/tag/investment-consulting)
- [Financial Planning (155)](https://insights.sandersonllc.com/tag/financial-planning)
- [Tax Consulting (44)](https://insights.sandersonllc.com/tag/tax-consulting)
- [Estate & Generational Wealth Planning (15)](https://insights.sandersonllc.com/tag/estate-generational-wealth-planning)
- [Firm News (11)](https://insights.sandersonllc.com/tag/firm-news)
- [Lessons Earned (11)](https://insights.sandersonllc.com/tag/lessons-earned)
- [COVID-19: Market Watch (10)](https://insights.sandersonllc.com/tag/covid-19-market-watch)
- [Community (5)](https://insights.sandersonllc.com/tag/community)
- [Philanthropy (4)](https://insights.sandersonllc.com/tag/philanthropy)
- [Business Succession Planning (3)](https://insights.sandersonllc.com/tag/business-succession-planning)
- [Prosper Financial Wellness (3)](https://insights.sandersonllc.com/tag/prosper-financial-wellness)
- [Ukraine: Market Watch (1)](https://insights.sandersonllc.com/tag/ukraine-market-watch)

See all

### AUTHOR

- [Angelo Goodenough](https://insights.sandersonllc.com/author/angelo-goodenough)
- [C. Michael Bader, Esq., MBA, CPA, CIMA®](https://insights.sandersonllc.com/author/c.-michael-bader-esq.-mba-cpa-cima)
- [Caleb Jennings, MBA, CFP®, CIMA®, AIF®](https://insights.sandersonllc.com/author/caleb-jennings-mba-cfp-cima-aif)
- [Cameron Radziwon, LSSBB](https://insights.sandersonllc.com/author/cameron-radziwon)
- [Debbie Todaro](https://insights.sandersonllc.com/author/debbie-todaro)
- [Evan Kraft, CFP®, CRPC®](https://insights.sandersonllc.com/author/evan-kraft-cfp-crpc)
- [James Warner, MBA, CPA, CFP®, CIMA®](https://insights.sandersonllc.com/author/jim-warner-mba-cpa-cfp-cima)
- [Joe Bartelo, CPA](https://insights.sandersonllc.com/author/joe-bartelo-cpa)
- [John Gullo, MBA, CFA, CFP®, CIMA®](https://insights.sandersonllc.com/author/john-gullo-mba-cfa-cfp-cima)
- [John Sanderson, CPA, CIMA®](https://insights.sandersonllc.com/author/john-sanderson-cpa-cima)
- [Justin Sanderson, MBA, CFP®, CIMA®](https://insights.sandersonllc.com/author/justin-sanderson-mba-cfp-cima)
- [Karen Nicpon, CPA](https://insights.sandersonllc.com/author/karen-nicpon-cpa)
- [Phil Frattali, CFA](https://insights.sandersonllc.com/author/phil-frattali-cfa)
- [Regyna Waterhouse](https://insights.sandersonllc.com/author/regyna-taberski)
- [Sanderson Wealth Management](https://insights.sandersonllc.com/author/sanderson-wealth-management)
- [Tim Domino, CPA, CFP®](https://insights.sandersonllc.com/author/tim-domino-cpa-cfp)
- [Tucker Weppner, CFP®](https://insights.sandersonllc.com/author/tucker-weppner)

## Put our experience to work for your wealth.

 Schedule a consultation to learn more about our investment services.

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