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Sendero Videos
Credit is Back in Style
For the last 16 years, a typical 60/40 portfolio (60% stocks and 40% bonds) didn’t work that well. But times have changed. Discover how credit…
Elizabeth Flavin Crawford, Partner | CEO
September 7, 2023
Sendero Videos
Giving Advice to Young Adults
With so many distractions in the world today, giving advice to young adults matters now more than ever. However, too much advice can overwhelm your…
Edward A. Hart, Partner | President
August 18, 2023
Sendero Videos
3 Market Themes
We are a little more than halfway through 2023, and we have seen quite a few overarching themes in the market this year. In this…
Tyler Davies, Investment Advisor
August 9, 2023
Sendero Videos
Family Roller Skating
Family is one of our core values. We recently celebrated this core value with a family-fun filled day of roller skating! Join us in reflecting…
August 3, 2023
Family Office
Discovering SENDEROfamily office
SENDEROfamily office was established in 2009 and is led by Roy H. Trice, Partner | SFE Family Office. Discover more about our family office practice…
Elizabeth Flavin Crawford, Partner | CEO
August 3, 2023
Sendero Videos
The Importance of Planning
When it comes to achieving your goals, a well-thought-out plan is essential. Discover the importance of planning in this video.
Scott R. McMillian, CPA, CFP®, Partner | Chairman
July 28, 2023
Sendero Videos
Thinking of Travel as an Investment
Investment Advisor, Tyler Davies, recently took a trip to Italy to celebrate his 20th wedding anniversary! During this trip, a conversation with a friend sparked…
Tyler Davies, Investment Advisor
July 20, 2023
Sendero Videos
June 2023 Market Recap
Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the market during the month of June in our…
Amaury de Barros Conti, Partner | Vice President Investments
July 13, 2023
Sendero Videos
Reflections on the 4th of July
It’s almost the 4th of July! We’re reflecting on the importance of the Holiday in this video.
Edward A. Hart, Partner | President
June 30, 2023
Sendero Videos
Tools for Staying on Top of Your Finances
There are many different tools to help you stay on top of your finances. Discover which tools our Investment Advisor, Anne Buckthal Chilton, CFA, likes…
Anne Buckthal Chilton, CFA, Investment Advisor
June 29, 2023
Sendero Videos
Men’s Health Month
June is Men’s Health Month! Discover how fitness can impact your health in this video.
Edward A. Hart, Partner | President
June 22, 2023
Sendero Videos
Celebrating Our Core Value of Family for Father’s Day
Family is one of our core values, and we are celebrating it by sharing our family with you. Enjoy this video honoring our dads for…
June 14, 2023

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