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

© 2025 Sanderson Wealth Management LLC. This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting, or tax advice from their own counsel. All information discussed herein is current as of the date appearing in this material and is subject to change at any time without notice. Opinions expressed are those of the author, do not necessarily reflect the opinions of Sanderson Wealth Management, and are subject to change without notice. The information has been obtained from sources believed to be reliable, but its accuracy and interpretation are not guaranteed.

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