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Sendero Videos
Common Topics of Discussion
As we speak to many different people over the course of the year, there are often certain topics interest that are common in our discussions.…
Scott R. McMillian, CPA, CFP®, Partner | Chairman
January 19, 2024
Sendero Videos
Life is a Journey
The journey of life is made up of many ups and downs, and how we handle them can be challenging. Liz chooses to celebrate the…
Elizabeth Flavin Crawford, Partner | CEO
January 10, 2024
Investments
Monthly Market Recap: December 2023
In this video, Amaury recaps what happened in the market during the month of December.
Amaury de Barros Conti, Partner | Vice President Investments
January 10, 2024
Sendero Videos
New Year Goals 2024
We all have goals for the new year. In our latest video, Investment Advisor Tyler Davies highlights a few of his goals for 2024.
Tyler Davies, Investment Advisor
January 3, 2024
Investments
Market Update | December 27, 2023
Each week, Partner | Vice President Investments, Amaury de Barros Conti, provides a market update with insights on what moved markets in the previous week…
Amaury de Barros Conti, Partner | Vice President Investments
December 27, 2023
Sendero Videos
Merry Christmas and Happy New Year!
Family is one of our core values; one that we always cherish deeply, especially during the holidays. Enjoy this video of our Sendero® family celebrating…
Sendero®
December 22, 2023
Sendero Videos
Charitable Gifting Strategies: Qualified Charitable Distributions and Donor-Advised Funds
Qualified Charitable Distributions and Donor-Advised Funds are two charitable gifting strategies to consider this holiday season. Discover more about these strategies in our latest video.
Tyler Davies, Investment Advisor
December 20, 2023
Sendero Videos
Sendero® Annual Christmas Party 2023
This year, we hosted our annual Christmas party at Chicken ‘N Pickle. We enjoyed delicious food, friendly competition, and most importantly, spending time with each…
Sendero®
December 14, 2023
Philanthropy
The Season of Giving
With the season of giving among us, we encourage you to give back to your community. Discover more about spreading generosity with your time, talent,…
Gregg E. Muenster, PhD, Senior Philanthropic Advisor
December 14, 2023
Investments
Monthly Market Recap: November 2023
Watch our latest video where we recap what happened in the market during the month of November.
Amaury de Barros Conti, Partner | Vice President Investments
December 14, 2023
Sendero Videos
Investing in Friendships
According to The Harvard Study of Adult Development, positive relationships keep us happier, healthier, and help us live longer. Discover more about the importance of…
Edward A. Hart, Partner | President
December 6, 2023
Market Updates
Market Update | November 28, 2023
Each Tuesday, Partner | Vice President Investments, Amaury de Barros Conti, provides a market update with insights on what moved markets in the previous week…
Amaury de Barros Conti, Partner | Vice President Investments
November 29, 2023