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 Second Quarter 2015

Investment Review for Second Quarter 2015

What were the most important financial updates from the last quarter? John Gullo provides an investment review of Q2 2015, including emerging markets, home prices,… Read More

Investment Review for First Quarter 2015

Investment Review for First Quarter 2015

In our first investment newsletter of 2015, John Gullo covers domestic and international stock performance, the U.S. dollar, the labor market, and more. Read More

Investment Year in Review 2014

Investment Year in Review 2014

2014 was marked by increased volatility and renewed concerns about global economic growth prospects. John Gullo covers it all in his Year in Review. Read More

Investment Review for Third Quarter 2014

Investment Review for Third Quarter 2014

Headlines from around the world impacted the stock and bonds market in Q3 2014. John Gullo summarizes those and other financial updates in our quarterly newsletter. Read More

Investment Review for Second Quarter 2014

Investment Review for Second Quarter 2014

In our Q2 2014 newsletter, John Gullo discusses continued volatility, corporate revenues, domestic economic growth, the U.S. Federal Reserve, and more. Read More

Investment Review for First Quarter 2014

Investment Review for First Quarter 2014

From the top-performing asset classes to geopolitical concerns in Russian and Ukraine, John Gullo provides a comprehensive investment review in our Q1 2014… Read More

Some Thoughts About Risk

Some Thoughts About Risk

All investments involve some level of risk. John Gullo breaks down the risks associated with three major asset classes: core bonds, stocks, and non-traditional… Read More

Investment Year in Review 2013

Investment Year in Review 2013

Global stocks were up sharply in 2013, but that wasn’t the only financial story. In his Year in Review, John Gullo also discusses the U.S. labor market, central… Read More

The benefits and risks of bond investing

The benefits and risks of bond investing

Contrary to popular belief, bonds are not exempt from risk. John Gullo explains the various structures and characteristics of bonds, and how they can be used in… Read More

Thinking Beyond Traditional Stocks, Bonds, and Cash

Thinking Beyond Traditional Stocks, Bonds, and Cash

While most investors focus on the three traditional asset classes, diversification with non-traditional assets can reduce portfolio volatility and improve risk-… Read More