Credit is Back in Style

For the last 16 years, a typical 60/40 portfolio (60% stocks and 40% bonds) didn’t work that well. But times have changed. Discover how credit is back in style in our latest video.

Giving Advice to Young Adults

With so many distractions in the world today, giving advice to young adults matters now more than ever. However, too much advice can overwhelm your kids. Discover what a healthy balance of engagement can look like in our latest video.

3 Market Themes

We are a little more than halfway through 2023, and we have seen quite a few overarching themes in the market this year. In this video, Investment Advisor Tyler Davies examines 3 of those themes.

Family Roller Skating

Family is one of our core values. We recently celebrated this core value with a family-fun filled day of roller skating! Join us in reflecting on all the fun with this highlight video.

Discovering SENDEROfamily office

SENDEROfamily office was established in 2009 and is led by Roy H. Trice, Partner | SFE Family Office. Discover more about our family office practice in this video.

The Importance of Planning

When it comes to achieving your goals, a well-thought-out plan is essential. Discover the importance of planning in this video.

Thinking of Travel as an Investment

Investment Advisor, Tyler Davies, recently took a trip to Italy to celebrate his 20th wedding anniversary! During this trip, a conversation with a friend sparked the idea of thinking about travel as an investment. Discover more about this train of thought in this video.

June 2023 Market Recap

Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the market during the month of June in our latest video.

Tools for Staying on Top of Your Finances

There are many different tools to help you stay on top of your finances. Discover which tools our Investment Advisor, Anne Buckthal Chilton, CFA, likes most in this video.