Tactical Asset Allocation – September 2021
Is your portfolio ready for 2022? Check out our Tactical Asset Allocation which highlights the strategy we use to generate our clients’ portfolios.
When all the Experts and Forecasts Agree
A few weeks ago, the team traveled to California for our first in-person due diligence trip since February 2020. While we have adopted virtual meetings since then, we were eager to get on a plane and sit across the table from other financial professionals. As you...
Sendero Chart of the Month
According to the National Association of Realtors, sales of existing homes were up 7.7% in September and prices were up 13.3% from a year earlier. However, sales of homes priced at $250,000 or less dropped more than 20% in September, while those in the $250,000...
Federal Reserve. Rock and a Hard Place?
The “Great Resignation”
The S&P 500 had a fast start to the third quarter of 2021 only to be held back by September’s -4.7% return, marking the first monthly drop since January. Despite a poor September, the S&P 500 managed a 0.6% return for the third quarter. Market volatility...
New Quarter, Same Worries

Sendero Chart of the Month
On September 22, Federal Reserve Chair Jerome Powell said the U.S. central bank could begin scaling back asset purchases this November and complete the process by mid-2022. After, Powell told reporters Wednesday that tapering “could come as soon as the next...
September: Wall of Worry Holds True?
The S&P 500 index is down 3.6% so far in September (as of Sept. 20, 2021), holding true to its seasonal monthly weakness. The wall of worry for investors includes the economy slowing down (i.e., “peak growth” and inflation fears), Fed tapering and debt ceiling,...
Sell in May and Buy Back in October
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