WealthVantage February 2025 Recap

by Cameron Radziwon, LSSBB Mar 21, 2025 Community

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At our annual WealthVantage event last month, we discussed the shifting winds of the economy and how Sanderson remains alert at the helm, helping you chart a steady course. Whether you were able to gather with us and would benefit from a recap, or would like to see what you missed, we’ve put together two brief videos featuring some of the insights from our presentations.

WEALTHVANTAGE Insights Presented by Sanderson Wealth Management

CEO Justin Sanderson discusses what we learned from the macro US and global economies in 2024, and delves into the trends for the year ahead.

CIO John Gullo shares his perspective on the risk of concentration in indices, the recent history of the US dollar, value vs growth, and more.

Please reach out to your Sanderson rep if you have any questions or comments or would like to view the full presentations. We’re already looking forward to seeing you again at our Fall WealthVantage later in 2025.

Disclosure

This publication contains general information that is not suitable for everyone. All material presented is compiled from sources believed to be reliable. Accuracy, however, cannot be guaranteed. Further, the information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this publication will come to pass. Past performance may not be indicative of future results. All investments contain risk and may lose value. © October 2020 JSG

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