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Family Office
Setting Financial Goals for Your Family
Setting financial goals for your family can be a great way to de-stress the conversation around money. It sets clear expectations, helps avoid disappointment, and…
Tyler Davies
March 15, 2023
Sendero Articles
What’s Your Money Story
Have you ever thought about your money story? Your early interactions with money have a powerful impact on the way you spend and save, but…
Elizabeth Flavin Crawford
March 3, 2023
Sendero Articles
The Asset Class You Can Carry Around
What’s in your wallet? There’s probably very little cash. Yet cash is considered an asset class and it is the asset class we’re most familiar…
February 28, 2023
What is Technical Analysis and Why Does it Matter
Benjamin Graham is one of the most legendary investors in history. One of my favorite quotes of his is, “In the short run the stock…
Sweb Development
February 23, 2023
Sendero Articles
How to Create a Sustainable Family Legacy
“Family legacy” usually refers to the mark you leave on the earth, but I also think of it as the gift of a lasting family…
Tara Maxwell
February 15, 2023
Sendero Articles
Tactical Asset Allocation – January 2023
Amaury de Barros Conti
February 14, 2023
Sendero Articles
The Sendero Story Part 2
Fred was sure to continue his legacy as well. In 2011, Fred and Scott analyzed the industry landscape and deduced, like many business owners, they…
Edward A. Hart
February 9, 2023
Sendero Articles
Making a Charitable Contribution
Why sell shares of stock when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those…
Gregg E. Muenster
February 9, 2023
Sendero Articles
Blazing the Sendero Trail, Part 1
Trails require someone to take the lead; to be the first one to carve the path that will eventually become a trusted trail.  Sendero means “path”…
Edward A. Hart
February 1, 2023
Sendero Articles
What To Do When Liquidity Washes Over You
One person makes hundreds of millions of dollars on the sale of a business they’ve built over decades. Another person buys a winning lottery ticket.…
Elizabeth Flavin Crawford
November 29, 2022
Market Updates
Tactical Asset Allocation – March 2022
This report reflects the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation.…
April 4, 2022
Market Updates
Sendero Chart of the Month
Now that the Fed has raised rates, investors are looking at the (Treasury) curve for an indication of what’s next for the economy. Historically, the…
Amaury de Barros Conti
March 29, 2022

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