The Gift of Time: Building New Traditions in Seasons of Change
As artificial intelligence continues to advance, cybercriminals are leveraging these technologies to create more sophisticated and personal threats. With over 1,300+ AI-powered tools now available to hackers, protecting yourself and your loved ones online is more important than ever. Discover tips to help protect yourself and your loved ones from Cybersecurity threats in our latest article.
Cybersecurity Tips to Protect You and Your Family in the Age of AI-Driven Threats
As artificial intelligence continues to advance, cybercriminals are leveraging these technologies to create more sophisticated and personal threats. With over 1,300+ AI-powered tools now available to hackers, protecting yourself and your loved ones online is more important than ever. Discover tips to help protect yourself and your loved ones from Cybersecurity threats in our latest article.
Honoring Service and Celebrating Sacrifice
Veterans Day is a moment to pause, reflect, and express our deepest gratitude to all who have worn the uniform of our nation. From all of us at Sendero®, thank you to all who have served and continue to serve!
The Psychology of Retiring: Planning Your Purpose Beyond the Portfolio
Many executives and founders discover that the biggest challenge in retirement is money; it’s identity. After decades of working with ultra-high-net-worth individuals, Liz has found that the happiest retirees aren’t those with the largest portfolios—they’re the ones who invest in discovering their next purpose. In this article, Liz shares insights on redefining retirement as a time that is not just for rest—it’s a time to thrive.
When Life Changes Everything: Protecting What Matters Most
Life is full of surprises—sometimes it’s an unexpected retirement, sometimes a sudden health change. We believe the best time to plan for the unexpected is before it happens. Discover how proactive planning can provide your family with the opportunity to focus on what matters most, with less stress and more confidence.
When Life Changes Everything: Protecting What Matters Most
Life’s biggest challenges often arrive without warning—illness, loss, divorce, or career disruption. In these moments, your financial plan becomes more than a strategy. It becomes a lifeline. In this article, Lee Przybyla shares how to build a resilient financial foundation that can help protect your family, your future, and your peace of mind. Discover how to prepare for the unexpected and ensure your wealth truly serves what matters most.
The Heart of Retirement: Redefining Wealth for What Matters Most
As the pace of life slows and our calendars open up, retirement invites us to rethink what it means to be live life richly. Inspired by Sahil Bloom’s “The 5 Types of Wealth,” this article explores how time, connection, curiosity, health, and financial freedom come together to create a life of deep fulfillment.
Investing in Tomorrow’s Leaders: Sendero’s High School Shadowing Program
This summer, Sendero® proudly launched its first-ever High School Shadowing Program—an immersive experience designed for juniors and seniors to explore careers in wealth management. Inspired by a mentorship story that began eight years ago—leading one student to become a current intern—this program proves the power of early guidance and meaningful connections.
August Financial Planning: A Mid-Year Checkup for Families
As summer winds down and the school year approaches, August offers a unique opportunity to reflect and realign your family’s financial strategy. From tuition payments and philanthropic giving to investment rebalancing and estate planning, now is the time to ensure your wealth plan is resilient and aligned with your values.
The Open Championship at Royal Potrush
The Open Championship at Royal Portrush presents the perfect parallel to Spaun’s weather-tested victory at the 2025 U.S. Open. Northern Ireland’s rugged coastal conditions create the ultimate test of adaptability and mental fortitude.
Just as links golf rewards those who embrace rather than fight the elements, successful investing requires accepting market volatility as an opportunity rather than an obstacle.
Our latest article, written by Rodrigo Lopez, delves further into the similarities of golf and investing.