Insights

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…

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…

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.

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…

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…

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…

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…

Just like hiking, investments require endurance. Discover how hiking and investments have parallel lessons through the eyes of Investment Advisor, Fabian J. Rodriguez.

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…

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…

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.

Sending your children off to college is an exciting milestone in their lives, but it also marks a significant financial transition for you and your…