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 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

Investment Review for Third Quarter 2021

Investment Review for Third Quarter 2021

Financial Planning, Investment Consulting

In his 15-Minute Financial Update, John Gullo recaps Q3 2021, including asset returns, regulation in China, shipping bottlenecks, inflation, and more. Read More

Investment Review for Second Quarter 2021

Investment Review for Second Quarter 2021

Financial Planning, Investment Consulting

In his 15-Minute Financial Update, John Gullo recaps the events of Q2 2021. Read More

Investment Review for Fourth Quarter 2020

Investment Review for Fourth Quarter 2020

Financial Planning, Investment Consulting

In his 15-Minute Financial Update, John Gullo recaps the events of Q4 2020 as we close the books on a historic year. Read More

Investment Review for Third Quarter 2020

Investment Review for Third Quarter 2020

Financial Planning, Investment Consulting

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

Financial Planning, Investment Consulting

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

Financial Planning, Investment Consulting

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

Investment Consulting, Tax Consulting, COVID-19: Market Watch

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

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