When Does Big Become Too Big?
Who is actually running your wealth management firm?
When private equity or a foreign sovereign wealth fund acquires a firm, the people making decisions for your money now answer to investors whose names you may never know. Read the full article to discover why an independent, employee-owned firm is worth considering.
Global Investing Lessons from the World Cup
With the 2026 FIFA World Cup now underway, global markets and a global sport intersect in a way that offers a useful framework for investors. While the tournament will ultimately be decided on the pitch, several underlying dynamics—talent development, diversification, structural discipline, and behavioral volatility—can serve as helpful analogies for the forces that may influence long-term investment outcomes.
What can the San Antonio Spurs vs. Oklahoma City Thunder Game 7 teach us about a market near new highs? Find out in our latest article.
From the Due Diligence Desk
Some nights sport hands you a metaphor too clean to ignore. Saturday was one of those nights.
What can the San Antonio Spurs vs. Oklahoma City Thunder Game 7 teach us about a market near new highs? Find out in our latest article.
When Life Resets: Starting Over After Divorce
or many women, divorce brings profound change, emotionally and financially. When the papers are signed and the process is behind you, it’s normal to feel a mix of emotions: relief, uncertainty, hope, or all of the above.
What can the San Antonio Spurs vs. Oklahoma City Thunder Game 7 teach us about a market near new highs? Find out in our latest article.
How We Think About AI at Sendero®
We approach that question with the same care and discipline we bring to every client relationship. We have adopted a deliberate and disciplined approach to AI. We are leaning in, but doing so thoughtfully, with clear guardrails, and without losing sight of why our clients believe in us: a focus on trust, judgment, experience, and long-term relationships.
Happy Mother’s Day!
We believe that legacy is not only what is passed down financially, and wealth is not only measured by assets. This Mother’s Day, we honor the mothers whose patience, resilience, and love compound across generations and redefine what true wealth really means. Happy Mother’s Day!
Empowering Women – A Father’s Vision
A historic moment in Kentucky Derby history became a point of reflection for Partner | President | Chief Operating Officer, Ian Sale. Cherie DeVaux’s win wasn’t just about breaking barriers for the sake of history; it was about preparation, merit, and resilience. For Ian, a father of three daughters, it signaled quiet and steadfast progress and reinforced why Sendero’s Women’s Initiative exists: to build confidence, expand access, and ensure women are fully invited into leadership and financial decision making.
The Power of Compound Interest
Compound interest is a powerful tool in investing that can help build wealth overtime. In this article, we will explain what compound interest is, how it works, and why it is important to start investing early.
Restarting Your Home Wi-Fi Router: The NSA’s Latest Cyber Security Alert
After a recent wave of sophisticated cyberattacks, federal officials are urging Americans to take a fresh look at their home Wi Fi routers. In this article, David delves into why routers have become a prime target, highlights current NSA guidance, and outlines simple steps, starting with a weekly reboot, that can help protect your data at home.
Reasons Why People Did Not Invest in the Stock Market
From global crises to record market highs, the last nine decades were filled with moments that caused investors to pause. History shows, however, that those who stayed invested were often rewarded over time. This chart depicts some of the reasons investors may have sat on the sidelines, and the potential cost of those decisions.