Making a Charitable Contribution
Why sell shares of stock when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than […]
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 […]
What To Do When Liquidity Washes Over You
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.
Tactical Asset Allocation – March 2022
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 […]
Sendero Chart of the Month
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 recessions when it goes negative.
What Is Your Money Story?
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 […]
10 Tactics to Keep Your Meeting on Track
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 […]
Is your information in a data breach?
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. […]
Are You Being Scammed by Fake Product Reviews?
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 […]
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 […]