Insights

Our latest video recaps what happened in the markets during the month of March.

This is the time of year when taxes are top of mind for many investors. At Sendero®, we think about taxes all year long. Discover…

What does the stock market think about Artificial Intelligence? How does it impact the industry? Discover more about how AI relates to the stock market…

In this video, we provide a recap of what happened in the market during the month of February.

At Sendero®, we firmly believe in promoting women. As a woman-run registered investment advisory firm, we have created a program for women designed to help…

In this document, we examine why people did not invest in the stock market over the last 90 years and provide you with one good…

Talking to your family about stewarding your wealth can be complex. Discover more about preparing your family to be good stewards in this video.

In this video, we provide a recap of what happened in the market during the month of January.

With tax season upon us, it is a great time to review last year’s finances with your spouse and look ahead at this year’s goals.…

For many households, it’s common to have a “CFO Spouse” who loves to discuss all things financial and a “Non-CFO Spouse” who may not love…

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.