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.
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.