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 2017

Investment Review for Third Quarter 2017

The first three quarters of 2017 have been great for investors. John Gullo provides a comprehensive review in our quarterly newsletter. Read More

Investment Review for Second Quarter 2017

Investment Review for Second Quarter 2017

In our Second Quarter 2017 newsletter, John Gullo covers the continued optimism in the financial market, the first 100 days of the Trump presidency, and many other… Read More

Investment Review for First Quarter 2017

Investment Review for First Quarter 2017

Looking back at the first quarter of 2017, John Gullo details the financial market, major asset class returns, oil prices, non-core bonds, and more. Read More

Investment Year in Review 2016

Investment Year in Review 2016

2016 was an up-and-down year for investors. For our Investment Year in Review 2016, John Gullo takes a look at the most pertinent topics that impacted your wealth. Read More

Candidate Trump Vs. President Trump

Candidate Trump Vs. President Trump

With the 2016 election in the history books, John Gullo discusses Donald Trump’s campaign promises, the immediate financial reaction, and what we can expect moving… Read More

Investment Review for Third Quarter 2016

Investment Review for Third Quarter 2016

John Gullo provides an comprehensive investment review for Q3 2016, including major asset class returns, ZIRP and NIRP, bond yields and risks, and more. Read More

Investment Review for Second Quarter 2016

Investment Review for Second Quarter 2016

From Brexit to rebounding oil prices, John Gullo reviews the most important financial updates of Q2 2016 in our quarterly newsletter. Read More

Investment Review for First Quarter 2016

Investment Review for First Quarter 2016

In our first quarterly newsletter of 2016, John Gullo discusses major asset class returns, domestic economic growth, international events, and more. Read More

Investment Year in Review 2015

Investment Year in Review 2015

Volatility was a major theme of 2015. In our Year in Review, John Gullo expands upon the major financial events and updates. Read More

Investment Review for Third Quarter 2015

Investment Review for Third Quarter 2015

In our third quarter 2015 newsletter, John Gullo examines stock market price swings, the strong U.S. dollar, interest rates, and other financial topics. Read More