Insights
Financial Literacy. It’s more of a marathon than a sprint.
Vacations and the Market
For the last few years, I have tried to alternate our family summer vacations between relaxation and education: beach one year, museums the following year. In 2020, our plan was to go to Philadelphia and Washington, D.C., but that did not happen, and we ended up...
Go West!
Investing in Memories
The Quiet Fall in Bond Yields
What’s behind the quiet fall in bond yields? With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook the remarkable move in the bond market during the past few months. The yield on the 10-year treasury closed at 1.37% on...
Independence and Family
Best First Half of the Year
FBI Warns of Criminals Impersonating Advisors and Brokers
This is an ACA Cybersecurity Alert:The FBI has warned of recent criminal activity in which threat actors impersonate advisors and brokers online. In a sophisticated scheme, threat actors search publicly available online information from websites that...
Substantial Halftime Adjustments
“The devil is in the details.”
As the idiom goes, “The devil is in the details.” A few years ago, someone commented that I did not have any pictures or paintings on my office walls. After deliberating for a couple of days, I decided to have some fun. Since I do have an eye for typographical...
Insights
Financial Literacy. It’s more of a marathon than a sprint.
Vacations and the Market
For the last few years, I have tried to alternate our family summer vacations between relaxation and education: beach one year, museums the following year. In 2020, our plan was to go to Philadelphia and Washington, D.C., but that did not happen, and we ended up...
Go West!
Sendero Wealth Management
250 W Nottingham Suite 300
San Antonio, TX 78209
Sendero Family Enterprise
250 W Nottingham Suite 300B
San Antonio, TX 78209
Office Phone
(210) 805-0171