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.
Fiesta is more than a celebration; it’s a testament to community, culture, history, and service. In this article, Ariel shares why this season matters to him, how volunteering at Night in Old San Antonio (NIOSA) fuels his servant’s heart, and how Fiesta’s spirit aligns with the values we live every day at Sendero.
Last week, we drew the parallel between Tiger Woods’ improbable 2019 Masters victory and the setup facing quality, earnings-driven companies today. This week, we’re examining how today’s environment may be quietly setting the stage for quality to matter again. Sometimes the hardest move isn’t switching strategies. It’s trusting the right club.
As the Masters Tournament approaches, one of golf’s greatest comebacks offers a timely parallel for today’s markets. Just as Tiger Woods defied years of doubt to claim the green jacket in 2019, quality, earnings driven companies may be positioning for their own moment after being overlooked in a market dominated by hype and speculation. Expectations are low, narratives are set, and history suggests that’s often when conditions get interesting.
Tax season is one of the most active periods for cybercriminals, and today’s scams are more convincing than ever. From fake IRS messages and phone calls to AI generated phishing emails, fraudsters rely on urgency, fear, and familiarity to catch people off guard. Our latest article examines some of the most common tax season scams, how to spot suspicious activity, and simple security habits that can help you protect your personal and financial information.
Private credit is now a $2+ trillion market, having evolved significantly since its origins in the 1990s, when it primarily focused on lending to distressed borrowers. In this article, our Investment Team shares insights on the recent media coverage surrounding growing stress within certain segments of the private credit market.
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.
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.
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.
This article offers a unique, personal perspective on Sendero’s culture, seen through the eyes of Ian Sale, our Partner | President | Chief Operating Officer.
