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.
Philmont Journey – Part 6
Service and Family are two of Sendero’s Core Values. Partner and Vice President 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 6 of Philmont Journey delves into the crew’s final stages of preparation.
A Historic Step Forward: Texas Joins the Growing Movement for Financial Literacy Education
Governor Abbott recently signed House Bill 27 into law, requiring all Texas public high school students to complete a one-half credit course in personal financial literacy. With this signing, Texas becomes the 29th state to guarantee all students receive this critical education, joining a growing movement that recognizes financial literacy as essential preparation for adult life. In this article, Partner | CEO Liz Crawford delves into the importance of financial literacy and why this Bill matters.
Navigating the Rough: What Oakmont’s U.S. Open Can Teach Investors About Resk Management
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.
Philmont Journey – Part 5
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 5 of Philmont Journey delves into the prep work taking place to ensure everyone is fully equipped with the essential gear needed for the adventure ahead.
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.