Investing vs. Gambling
Some people may argue that investing and gambling are one in the same. However, investing shows an expected positive return over time whereas gambling does not. Discover more about the differences between investing and gambling in our latest video.
2024 Bull-Bear Forecast
In this video, our Investment Team provides a 2023 year-end review and an outlook on 2024 bull, bear, and base case scenarios.
Common Topics of Discussion
As we speak to many different people over the course of the year, there are often certain topics interest that are common in our discussions. This video dives into the 3 of our most common topics of discussion.
Life is a Journey
The journey of life is made up of many ups and downs, and how we handle them can be challenging. Liz chooses to celebrate the wins along her journey. Discover more in our latest video.
Monthly Market Recap: December 2023
In this video, Amaury recaps what happened in the market during the month of December.
New Year Goals 2024
We all have goals for the new year. In our latest video, Investment Advisor Tyler Davies highlights a few of his goals for 2024.
Merry Christmas and Happy New Year!
Family is one of our core values; one that we always cherish deeply, especially during the holidays. Enjoy this video of our Sendero® family celebrating Christmas in the office with our annual chili cookoff, ugly sweater contest, and white elephant gift exchange, and celebrating at home with our families. From our families to yours, Merry Christmas and Happy New Year!
Charitable Gifting Strategies: Qualified Charitable Distributions and Donor-Advised Funds
Qualified Charitable Distributions and Donor-Advised Funds are two charitable gifting strategies to consider this holiday season. Discover more about these strategies in our latest video.
Sendero® Annual Christmas Party 2023
This year, we hosted our annual Christmas party at Chicken ‘N Pickle. We enjoyed delicious food, friendly competition, and most importantly, spending time with each other and our families. Enjoy this short video that highlights the fun of our Christmas party.
The Season of Giving
With the season of giving among us, we encourage you to give back to your community. Discover more about spreading generosity with your time, talent, and treasure in this video.