Memorial Day: A Veteran’s View
This Memorial Day, let’s remember the true meaning of the holiday and the heroes who made it possible. As you gather with family and friends to reflect and honor those who have fallen, enjoy this article written by Codey Flickinger, Director | SFE Family Office at Sendero® and United States Marine Corps Veteran. Happy Memorial Day!
Philmont Journey – Part 4
Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values through his involvement with the Boy Scouts of America. Amaury has been involved with scouting since 2012, when his oldest son started as a Bobcat. His youngest son joined scouting in 2015 and is now a Star Scout. Over the years, Amaury has been on many camping trips with the Scouts, and the biggest journey is ahead of him. Amaury and his youngest son will be going to the Philmont Scout Ranch for a 7-day high-adventure hiking trip on June 28th. Follow along the journey with Amaury as he provides monthly updates on how this journey advances.
Part 4 of Philmont Journey delves into training and preparation at Bear Creek Scout Reservation and lessons learned along the way.
Golf vs. Investing: Part 3
The 2025 Masters have concluded, and Rory McIlroy has claimed victory. In the final article of our 3-part series, we examine the similarities between Rory’s journey to success and building a resilient investment portfolio.
What is Financial Literacy Month?
Celebrated during the month of April each year, Financial Literacy Month is dedicated to promoting financial education and empowering individuals to make informed financial decisions. Sendero® is committed to educating youth on Financial Literacy with our Financial Literacy Bootcamp, held in June of each year.
Golf vs. Investing: Part 2
In anticipation of the Masters Tournament that begins on April 10th, we are producing a 3-part article series that examines the similarities between golf and investing, written by Partner | Director of Due Diligence, Rodrigo Lopez. Part 2: Golden Bell, Amen Corner, and the Art of Portfolio Construction
Golf vs. Investing: Part 1
In anticipation of the Masters Tournament that begins on April 10th, we are producing a 3-part article series that examines the similarities between golf and investing, written by Partner | Director of Due Diligence, Rodrigo Lopez. Part 1: That Awkward 3-Iron Moment: When Your Portfolio’s Least Favorite Club Saves Par
Philmont Journey – Part 3
Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values through his involvement with the Boy Scouts of America. Amaury has been involved with scouting since 2012, when his oldest son started as a Bobcat. His youngest son joined scouting in 2015 and is now a Star Scout. Over the years, Amaury has been on many camping trips with the Scouts, and the biggest journey is ahead of him. Amaury and his youngest son will be going to the Philmont Scout Ranch for a 7-day high-adventure hiking trip on June 28th. Follow along the journey with Amaury as he provides monthly updates on how this journey advances. Part 3 of Philmont Journey is available on our website now.
Tips for Navigating Tax Season
Tax season is here and can be a stressful time for many, but with the right preparation and knowledge, you can make the process much smoother. In this article, we will explore several tips that can help you navigate through the filing season with ease.
Philmont Journey – Part 2
Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values through his involvement with the Boy Scouts of America. Amaury has been involved with scouting since 2012, when his oldest son started as a Bobcat. His youngest son joined scouting in 2015 and is now a Star Scout. Over the years, Amaury has been on many camping trips with the Scouts, and the biggest journey is ahead of him. Amaury and his youngest son will be going to the Philmont Scout Ranch for a 7-day high-adventure hiking trip on June 28th. Follow along the journey with Amaury as he provides monthly updates on how this journey advances. Part 2 of Philmont Journey is available on our website now.
Casting for Returns: The Similarities of Investing and Bass Fishing
Investing and bass fishing may seem like distant cousins, at best Yet at second glance, they are more alike than what meets the eye. Curious about what these similarities could possibly be? Read our latest article to find out.