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.
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.