Credit is Back in Style

For the last 16 years, a typical 60/40 portfolio (60% stocks and 40% bonds) didn’t work that well. But times have changed. Discover how credit is back in style in our latest video.

Discovering SENDEROfamily office

SENDEROfamily office was established in 2009 and is led by Roy H. Trice, Partner | SFE Family Office. Discover more about our family office practice in this video.


When taking a summer vacation is not an option, how do you unplug and decompress?

Time is the Greatest Investment

We often do not think of time as an investment, but it has proven to be one of the most precious. How do you like to spend your time? How can you maximize your return on time? Discover why time is such a great investment in this video.

Spend, Save, Give

It’s almost never too early to start teaching your children to save and be fiscally responsible. Discover why teaching your children to be fiscally responsible at an early age is important in our latest article.

Financial Literacy Month

It’s Financial Literacy Month! At Sendero®, we believe in thoughtful education in all areas of our practice. Learn more about why financial literacy is so important and our upcoming financial […]

What’s Your Money Story

Have you ever thought about your money story? Your early interactions with money have a powerful impact on the way you spend and save, but few of us give it […]

Poltergeist – Planning & Anniversary

As we flow into 2023, it’s really natural to think about: What can we do better? What do we want to change and how do we want to achieve those things as humans?