Your Vote Matters: Bexar County Primary Elections

Early voting in Bexar County is well underway. With Election Day right around the corner, voters have the opportunity to help select candidates for local, state, and federal offices. Voting plays an essential role in shaping the future of our local community, state, and country, and taking part in the primaries helps ensure the ballot reflects the priorities of the people it represents.
Stay informed, confirm your registration, and make a plan to vote. Learn more elections through the Bexar County Elections Department: https://www.bexar.org/1568/Elections-Department
Financial Conversations with Kids

Is it ever too late to have financial conversations with your kids? In our latest video, we explore why having these conversations is important and provide a few tips on when and how to have them.
Habits, Routines, and Time Management

Small changes over time can lead to positive results when trying to overcome a bad habit or form a healthy one. In this video, we explore how developing sustainable routines and time management skills can help you form healthy habits or overcome bad ones.
Fear of People’s Opinions and Investing

You have likely heard of FOMO (fear of missing out), but have you heard of FOPO (fear of people’s opinions)? Discover more about FOPO and how it relates to investing in our latest video.
Investing vs. Gambling

Some people may argue that investing and gambling are one in the same. However, investing shows an expected positive return over time whereas gambling does not. Discover more about the differences between investing and gambling in our latest video.
The Sendero Story Part 2

Fred was sure to continue his legacy as well. In 2011, Fred and Scott analyzed the industry landscape and deduced, like many business owners, they had two choices: sell the firm or build for the next generation. The simple answer would have been to cash out and enjoy retirement but the motto of Sendero is […]
Blazing the Sendero Trail, Part 1

Trails require someone to take the lead; to be the first one to carve the path that will eventually become a trusted trail. Sendero means “path” in Spanish and our trailblazer was Fred Middleton. More than three decades ago, he brought the concept of modern wealth management to San Antonio. He localized the idea of finding […]