Cybersecurity Awareness Guide: Protecting Yourself This Tax Season
Tax season is one of the most active periods for cybercriminals, and today’s scams are more convincing than ever. From fake IRS messages and phone calls to AI generated phishing emails, fraudsters rely on urgency, fear, and familiarity to catch people off guard. Our latest article examines some of the most common tax season scams, how to spot suspicious activity, and simple security habits that can help you protect your personal and financial information.
Private Credit
Private credit is now a $2+ trillion market, having evolved significantly since its origins in the 1990s, when it primarily focused on lending to distressed borrowers. In this article, our Investment Team shares insights on the recent media coverage surrounding growing stress within certain segments of the private credit market.
S&P 500 Index Level vs. Wars & Conflicts
Wars and geopolitical conflicts have been a constant throughout history, and recent events may prompt investors to revisit how markets have performed during these periods. The chart below highlights the S&P 500 Index levels dating back to 1927, alongside several major wars and conflicts from then until now. While uncertainty can influence markets in the short term, this long‑term view underscores the market’s resilience and reinforces the importance of maintaining a disciplined, long‑term perspective.
Grantmaking for Success: Stewarding Generosity with Intention
We believe that philanthropy reaches its fullest potential when generosity is matched with structure and purpose. Discover more about stewarding generosity with intention in our latest article by our Foundations & Philanthropy team.
New Year Financial Planning: A Checklist for Your Financial Health
January is a great month to pause, reflect, and set a clear course for your family’s financial well-being. In this article, you’ll find a practical checklist and thoughtful guidance to help you make the most of your financial health in the new year.
Living Our Values: My Personal Decision to Become a Sendero Client
This article offers a unique, personal perspective on Sendero’s culture, seen through the eyes of Ian Sale, our Partner | President | Chief Operating Officer.
The Gift of Time: Building New Traditions in Seasons of Change
The holidays remind us that life moves in cycles—loss, joy, and change. This season, focus on what truly matters: time together. Instead of falling into old routines or small talk, be intentional. Simple gestures like a shared walk, a toast to loved ones, or hopes for the year ahead, create space for the family you are now. Enjoy our latest article about how spending time intentionally with your family is one of the greatest holiday gifts.
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.