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 […]