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

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

Investment Review for First Quarter 2019

Investment Review for First Quarter 2019

From the Powel Pivot to Brexit delay to Chinese trade tensions, John Gullo explains the major financial news and trends that transpired during the first quarter of… Read More

The Dreaded Inverted Yield Curve

The Dreaded Inverted Yield Curve

John S. Gullo, CFA, CFP®, CIMA® explains the difference between a normal and inverted yield curve, and discusses whether today’s short-term interest rates signal a… Read More

Investment Review for Fourth Quarter 2018

Investment Review for Fourth Quarter 2018

In our Fourth Quarter 2018 newsletter, John Gullo recaps the fluctuating financial markets, major asset class returns, interest rates, the federal government… Read More

Investment Review for Third Quarter 2018

Investment Review for Third Quarter 2018

John Gullo provides a comprehensive investment review of third quarter 2018, including financial market updates, asset class returns, emerging economies, interest… Read More

Investment Review for Second Quarter 2018

Investment Review for Second Quarter 2018

John Gullo provides a comprehensive investment review of second quarter 2018, including financial market updates, asset class returns, emerging economies, interest… Read More

Investment Review for First Quarter 2018

Investment Review for First Quarter 2018

Examining the first quarter of 2018, John Gullo covers market volatility, economic growth, treasury bonds, a potential trade war and more. Read More

Investment Review for Fourth Quarter 2017

Investment Review for Fourth Quarter 2017

Market volatility, a strong labor market, and governmental updates are just a few topics covered in the Fourth Quarter 2017 newsletter, prepared by John Gullo. Read More