Philmont Journey – Part 1
Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values with 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 1 of Philmont Journey is available on our website now.
Tips for a Successful Year-End Financial Review
As the year draws to a close, it’s the perfect time to take a step back and review your financial situation. In this article, we will provide several tips that may help you begin the process of a year-end financial review.
Charitable Giving During the Holiday Season: Maximizing Your Impact
The holiday season is a time of joy, reflection, and generosity. It’s a great opportunity to engage in charitable giving, not only to spread cheer but also to make a meaningful impact on causes that matter to you and your family. This article delves into how strategic charitable giving involves thoughtful planning, understanding the various aspects of donations, tax benefits, and aligning your contributions with personal values.
Integrating Financial Wellness into Men’s Health Month
June is Men’s Health Month. While much of the focus during this month is on physical health and wellness, there are other aspects of wellness that contribute to overall health, such as finances. Discover how financial wellness integrates into Men’s Health Month in our latest article.
Gifting Stock Portfolios to High School Graduates
As high school graduation season approaches, many families are contemplating the perfect gift to commemorate this milestone. Discover why considering the unconventional gift of stock portfolios may be an option for your high school graduate.
Spring Cleaning Your Finances
As spring is a time of renewal, it serves as an opportunity to refresh your finances. Discover more about spring cleaning your finances in our latest article.
The Sendero Story Part 2
Fred was sure to continue his legacy as well. In 2011, Fred and Scott analyzed the industry landscape and deduced, like many business owners, they had two choices: sell the firm or build for the next generation. The simple answer would have been to cash out and enjoy retirement but the motto of Sendero is […]
Blazing the Sendero Trail, Part 1
Trails require someone to take the lead; to be the first one to carve the path that will eventually become a trusted trail. Sendero means “path” in Spanish and our trailblazer was Fred Middleton. More than three decades ago, he brought the concept of modern wealth management to San Antonio. He localized the idea of finding […]