Insights

A new year typically brings reflection on the one passed and resolution for the one ahead. The investment world celebrated a solid calendar year for…

A Sendero tradition that our founder Fred Middleton started early in his career is our, “Reasons why people did not invest in the stock market.”…

While earnings get all the headlines, at Sendero we are paying attention to corporate profit margins. Profit margin gauges the degree to which a company or…

We hope everyone had a wonderful Thanksgiving. As we are getting ready for the holiday season, there have been many headlines about how much the…

Amaury de Barros ContiPartner | Vice President Investments210-930-9409aconti@sendero.com Source: ICE, Bloomberg

Is your portfolio ready for 2022? Check out our Tactical Asset Allocation which highlights the strategy we use to generate our clients’ portfolios.

A few weeks ago, the team traveled to California for our first in-person due diligence trip since February 2020. While we have adopted virtual meetings…

According to the National Association of Realtors, sales of existing homes were up 7.7% in September and prices were up 13.3% from a year earlier. …