One person makes hundreds of millions of dollars on the sale of a business they’ve built over decades. Another person buys a winning lottery ticket.
The sale has been in the works for years. The lottery ticket was bought on a whim. In the wealth management business, both are called liquidity events.
This report reflects the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. The comments reflect opinions as of the specific date listed and can change quickly based...
Now that the Fed has raised rates, investors are looking at the (Treasury) curve for an indication of what’s next for the economy. Historically, the spread between 2-Year and 10-Year Treasuries, known as the “2-10 spread”, has commonly been used to forecast potential...
Have you ever thought about your money story? Your early interactions with money have a powerful impact on the way you spend and save, but few of us give it much thought. I was in this industry twenty years before anyone asked my money story, and I started to see how...
Many meeting effectiveness tips — whether the gathering happens in a room or on a Zoom — are well understood by now, including starting and ending on time, creating efficient agendas, establishing clear roles, and remembering when you’re on mute. Even if you...
You do not have to fall for a scam for your information to be stolen. Over 40 data beaches have been ranked among the worst this year and the list is growing. 1/11/21 – Facebook, Instagram and LinkedIn2/18/21 – Kroger2/26/21 –...
Are you purchasing online products by their high review rate? You could be getting lured in by fake reviews. Many of the fake reviews come from Chinese companies. An article from the Motley Fool staff on June 15, 2021, said “Chinese merchants represent 75%...
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,...
We are consistently bombarded by hackers, spammers or whatever you like to call them. They use our phone — voice and text — email, social media, and other devices, to attack us. This is a very lucrative business for the cybercriminals. It is estimated that...
From the Business Journal: “In a year filled with uncertainty and lots of loss, it took fierce leadership for local companies to survive, pivot and adapt to the environment. Roughly 42% of the U.S. labor force worked from home at the peak of the...
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