Insights

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…

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…

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…

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…

SENDEROfamily office was established in 2009 and is led by Roy H. Trice, Partner | SFE Family Office. Discover more about our family office practice…

When it comes to achieving your goals, a well-thought-out plan is essential. Discover the importance of planning in this video.

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…

Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the market during the month of June in our…

It’s almost the 4th of July! We’re reflecting on the importance of the Holiday in this video.

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…

June is Men’s Health Month! Discover how fitness can impact your health in this video.

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…