Insights

Some people may argue that investing and gambling are one in the same. However, investing shows an expected positive return over time whereas gambling does…

In this video, our Investment Team provides a 2023 year-end review and an outlook on 2024 bull, bear, and base case scenarios.

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.…

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…

In this video, Amaury recaps what happened in the market during the month of December.

We all have goals for the new year. In our latest video, Investment Advisor Tyler Davies highlights a few of his goals for 2024.

Each week, Partner | Vice President Investments, Amaury de Barros Conti, provides a market update with insights on what moved markets in the previous week…

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…

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.

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…

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,…

Watch our latest video where we recap what happened in the market during the month of November.