Insights

  • TOPICS
  • All
  • Family Office
  • Market Updates
  • Sendero Articles
  • Sendero Videos
  • Investments
  • In The News
  • Philanthropy
  • Legacy
  • Women
Search
Market Updates
Market Update | November 21, 2023
Each Tuesday, Partner | Vice President Investments, Amaury de Barros Conti, provides a market update with insights on what moved markets in the previous week…
Amaury de Barros Conti, Partner | Vice President Investments
November 21, 2023
Sendero Articles
The History, Evolution, and Significance of Giving Tuesday
Service is one of Sendero’s core values. In alignment with that value, we are taking a moment to examine Giving Tuesday in our latest article.
Sendero®
November 17, 2023
Sendero Videos
Bonds: What has Happened so far and What it Means Looking Forward
In our latest video, Tyler examines the history of the bond market and looks ahead at possibilities.
Tyler Davies, Investment Advisor
November 16, 2023
Sendero Videos
Veterans Day
As we observe Veterans Day, we are taking a moment to honor all Veterans and thank them for their dedication and service to our nation.
Scott R. McMillian, CPA, CFP®, Partner | Chairman
November 9, 2023
Sendero Videos
‘Tis the Season
As we enter the last 2 months of the year, life can be hectic. Holidays, travel, and hosting family gatherings can be overwhelming, but mapping…
Elizabeth Flavin Crawford, Partner | CEO
November 2, 2023
Sendero Videos
Sendero® Research and Events
Sendero’s ability to produce unique, educational, and engaging investment events is largely due to our research team. Sendero® is comprised of an experienced research team,…
Edward A. Hart, Partner | President
October 26, 2023
Sendero Videos
3 Money Minds
What's your money mind? Discover 3 ways people thing about money in our latest video.
Scott R. McMillian, CPA, CFP®, Partner | Chairman
October 20, 2023
Sendero Videos
Technical Talk: An Update of the Market
What do the market technicals tell us? Hear John B. Rowsell, Ph.D., and Amaury de Barros Conti’s technical market update.
SENDEROinvestments
October 20, 2023
Sendero Videos
Do Not be Spooked Out of Investing
Halloween is approaching, but there is no reason to be spooked out of investing. In our latest video, we are examining why you should not…
Tyler Davies, Investment Advisor
October 12, 2023
Sendero Videos
Monthly Market Recap – September 2023
Join Partner | Vice President Investments, Amaury de Barros Conti as he recaps what happened in the market during the month of September.
Amaury de Barros Conti, Partner | Vice President Investments
October 12, 2023
Sendero Videos
Tips for Young Investors
Questions like “How can I start investing?” and “Is it ever too late to start investing?” are common amongst young investors. Discover the answers to…
Edward A. Hart, Partner | President
October 5, 2023
Sendero Videos
Navigating Financial Uncertainty While Grieving – Part 2: How We Can Help
We conclude this series by examining a few ways we can help your family during times of loss.
Scott R. McMillian, CPA, CFP®, Partner | Chairman
September 28, 2023