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

Investment Review for Third Quarter 2020

Investment Review for Third Quarter 2020

In his 15-Minute Financial Update, John Gullo recaps the events of Q3 2020 as we prepare to head into the final quarter of the year. Read More

Investment Review for Second Quarter 2020

Investment Review for Second Quarter 2020

In his 15-Minute Financial Update, John Gullo recaps the events of Q2 2020 that have led us to the official beginning of a recession after the longest expansion in… Read More

Investment Review for First Quarter 2020

Investment Review for First Quarter 2020

How much can the world really change in just three months? The answer is more than anyone could have imagined. In his 15-Minute Financial Update, John Gullo recaps… Read More

The CARES Act

The CARES Act

John Gullo from Sanderson Wealth Management highlights provisions of the CARES Act for individuals, businesses, municipalities, and healthcare facilities. Read More

Market Watch: Answers to This Week's Biggest Questions

Market Watch: Answers to This Week's Biggest Questions

John Gullo, Chief Investment Officer and Chief Operating Officer at Sanderson Wealth Management, answers some of our clients' biggest questions surrounding the… Read More

Investment Review for Fourth Quarter 2019

Investment Review for Fourth Quarter 2019

It can be difficult to keep track of all the financial stories over the course of a year – let alone a decade. John Gullo summarizes the takeaways of the 2010s in… Read More

Investment Review for Third Quarter 2019

Investment Review for Third Quarter 2019

What do ongoing trade tensions, geopolitical instability, and central bank stimulus mean to your wealth? John Gullo, MBA, CFA, CFP, CIMA®, explains in his 15-Minute… Read More

Unprecedented Geopolitics and Economics

Unprecedented Geopolitics and Economics

As part of our WealthVantage series, John Gullo presented an update on the current geopolitical and economic environment that is facing investors and economies. Read More

When Your Child Turns 18

When Your Child Turns 18

Having your child turn 18 is a major milestone. It also changes your legal role and responsibility for their decisions. John Gullo discusses the important documents… Read More

Investment Review for Second Quarter 2019

Investment Review for Second Quarter 2019

In his 15-Minute Financial Update for Q2 2019, John Gullo, MBA, CFA, CFP, CIMA®, covers the risky asset roller coaster, trade war escalation, global interest rates,… Read More