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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
Sendero Videos
Monthly Market Update: March 2024
Our latest video recaps what happened in the markets during the month of March.
Amaury de Barros Conti, Partner | Vice President Investments
April 11, 2024
Sendero Videos
Let’s Talk About Taxes
This is the time of year when taxes are top of mind for many investors. At Sendero®, we think about taxes all year long. Discover…
Scott R. McMillian, CPA, CFP®, Partner | Chairman
April 5, 2024
Sendero Videos
AI and the Stock Market
What does the stock market think about Artificial Intelligence? How does it impact the industry? Discover more about how AI relates to the stock market…
Tyler Davies, Investment Advisor
March 14, 2024
Sendero Videos
Monthly Market Update: February 2024
In this video, we provide a recap of what happened in the market during the month of February.
Kayla Threet, Marketing Coordinator
March 7, 2024
Sendero Videos
Women’s History Month
At Sendero®, we firmly believe in promoting women. As a woman-run registered investment advisory firm, we have created a program for women designed to help…
Elizabeth Flavin Crawford, Partner | CEO
March 1, 2024
Investments
90 Reasons Why People Did Not Invest in the Stock Market
In this document, we examine why people did not invest in the stock market over the last 90 years and provide you with one good…
SENDEROinvestments
February 22, 2024