Financial Conversations with Kids
Is it ever too late to have financial conversations with your kids? In our latest video, we explore why having these conversations is important and provide a few tips on when and how to have them.
Habits, Routines, and Time Management
Small changes over time can lead to positive results when trying to overcome a bad habit or form a healthy one. In this video, we explore how developing sustainable routines and time management skills can help you form healthy habits or overcome bad ones.
Market Update: August 2024
Join our Investment Team as they discuss the recent volatility and decipher what has been happening in the markets globally.
3 Tips for a Mid-Year Financial Check In
With summer coming to a close, it’s a good time to do a quick appraisal of your financial situation. In this video, we give you 3 tips that can help you start your mid-year financial review.
The Women’s Initiative
We are excited to announce the relaunch of our Women’s Program – and it has a new name: The Women’s Initiative. The program will kick off with a September 18th event with wellness coach, international speaker, and mindfulness advocate, Alison Canavan. Stay tuned for more information about the upcoming event, and discover more about The Women’s Initiative in this message from the program’s founder and Sendero’s Partner | CEO Liz Crawford.
2024 Mid-Year Review
Join our investments team as they provide insights into what happened in the first half of the year and look ahead at the remainder of 2024.
Happy Father’s Day!
Family is one of Sendero’s Core Values. Join us in celebrating this value with a video of all the Sendero® dads in honor of Father’s Day.
Fatherhood and Family Values
In anticipation of Father’s Day this weekend, Partner | Chairman, Scott R. McMillian reflects on fatherhood and family values. He also shares a story about his own father and reflects on the values he “caught” from his dad.
Monthly Market Recap: May 2024
In this video, we provide a recap of what happened in the markets during the month of May.
Financial Literacy Bootcamp 2024
We are excited to announce the launch of our first Financial Literacy Bootcamp on June 17th! We believe that learning financial literacy from a young age is important and can help your child become financially successful in the future. Our Financial Literacy Bootcamp has been carefully curated to do just that.