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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…
June 6, 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…
May 10, 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…
April 24, 2024
Sendero Articles
The History, Evolution, and Significance of Giving Tuesday
Service is one of Sendero’s core values. In alignment with that value, we are taking a moment to examine Giving Tuesday in our latest article.
November 17, 2023
Sendero Articles
Government Shutdown and What it Means
Every year, Congress must pass budget legislation for the next fiscal year by October 1st, consisting of 12 appropriation bills. Congress currently has not yet…
September 5, 2023
Sendero Articles
Preparing Your Family to be Good Stewards
In our last legacy article, we examined what it looks like to be a good steward of your wealth. Now let’s look at building your…
Tara D. Maxwell, PHR, SHRM-CP, Partner | Vice President
August 31, 2023
Sendero Articles
Stewardship and Families
Stewardship has many definitions, making the topic seem overwhelming and sometimes leading to more questions than answers. Discover what it means to be a good…
Scott R. McMillian, CPA, CFP®, Partner | Chairman
August 25, 2023
Family Office
Cultivating Succession: Involving and Engaging Rising Generations in the Family Office
The continuity, vitality, and success of a family office hinge upon the active engagement of rising generations. Discover how cultivating succession can lead to a…
SENDEROfamily office
August 18, 2023
Sendero Articles
Hiking Mount Kilimanjaro
Just like hiking, investments require endurance. Discover how hiking and investments have parallel lessons through the eyes of Investment Advisor, Fabian J. Rodriguez.
Kayla Threet, Marketing Coordinator
August 3, 2023
Sendero Articles
Lessons from the Tour de France
The Tour de France, the world’s most prestigious cycling race, showcases the remarkable synergy between individual effort and team strategy. Discover the similarities between investment…
July 28, 2023
Family Office
Enhancing Your Family Meeting
Family meetings are valuable opportunities for your family to come together, review financial strategies, assess progress towards goals and adjust if needed, refresh and align…
SENDEROfamily office
July 13, 2023
Sendero Articles
Understanding Diversification
When it comes to investing, one principle holds true: don’t put all your eggs in one basket. Discover the concept of diversification in this article.
July 6, 2023