WealthVantage February 2026 Recap

At our annual WealthVantage event last month, we focused on The Headlines — and what they did and did not mean for investors.

In a year dominated by tariff announcements, geopolitical tension, and constant media noise, the underlying data told a more measured story. While rhetoric was strong, effective tariff rates settled at more moderate levels. Global GDP surprised to the upside. The U.S. consumer remained resilient. And capital continued flowing toward innovation and long-term productivity gains.

We also examined a critical transition at the Federal Reserve, as Kevin Warsh was nominated to serve as the next Chair — a moment that may shape monetary policy in the years ahead.

Beyond the macro headlines, we explored deeper structural themes:

• The divergence between AI investment and traditional capital expenditures
• The global demographic shifts influencing long-term growth
• The concentration risk within major U.S. equity indices
• The growing case for global diversification and alternative strategies

If you were unable to attend — or would like to revisit key takeaways — we’ve included two highlight videos below.

WEALTHVANTAGE Insights Presented by Sanderson Wealth Management

CEO Justin Sanderson discusses the global economic landscape, tariff realities versus rhetoric, consumer resilience, the Federal Reserve transition, and how AI-driven productivity may shape the next decade.

CIO John Gullo shares his perspective on valuation extremes, concentration within the S&P 500, fiscal gravity, shifting global trade patterns, and the case for moving from concentration toward global resilience.

If you would like to review the full presentation deck or discuss how these themes relate to your portfolio, please reach out to your Sanderson representative.