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Sendero Videos
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…
Sendero®
June 14, 2024
Sendero Videos
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…
Scott R. McMillian, CPA, CFP®, Partner | Chairman
June 14, 2024
Market Updates
Monthly Market Recap: May 2024
In this video, we provide a recap of what happened in the markets during the month of May.
Amaury de Barros Conti, Partner | Vice President Investments
June 13, 2024
Sendero Articles
Integrating Financial Wellness into Men’s Health Month
June is Men’s Health Month. While much of the focus during this month is on physical health and wellness, there are other aspects of wellness…
Sendero®
June 6, 2024
Sendero Videos
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…
Elizabeth Flavin Crawford, Partner | CEO
May 30, 2024
Sendero Videos
Not Investing with Your Politics
2024 is an election year, which brings many questions about the potential market impact of different political outcomes. What can you do when the market…
Tyler Davies, Investment Advisor
May 23, 2024
Sendero Articles
Gifting Stock Portfolios to High School Graduates
As high school graduation season approaches, many families are contemplating the perfect gift to commemorate this milestone. Discover why considering the unconventional gift of stock…
Sendero®
May 10, 2024
Sendero Videos
Honoring Our Mothers
Family is one of our core values. We are celebrating that value today by honoring all the mothers of Sendero®. Enjoy this video that highlights…
Sendero®
May 8, 2024
Market Updates
Monthly Market Recap: April 2024
In this video, Partner | Vice President Investment Amaury de Barros Conti provides a recap of what happened in the markets during the month of…
Amaury de Barros Conti, Partner | Vice President Investments
May 8, 2024
Sendero Videos
Happy Mother’s Day!
Some mothers are biological, some mothers are stepmothers, and some mothers are not biologically related but are chosen. As we approach Mother’s Day, we want…
Elizabeth Flavin Crawford, Partner | CEO
May 8, 2024
Sendero Videos
Fear of People’s Opinions and Investing
You have likely heard of FOMO (fear of missing out), but have you heard of FOPO (fear of people’s opinions)? Discover more about FOPO and…
Edward A. Hart, Partner | President
April 25, 2024
Sendero Articles
Spring Cleaning Your Finances
As spring is a time of renewal, it serves as an opportunity to refresh your finances. Discover more about spring cleaning your finances in our…
Sendero®
April 24, 2024