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Investments
The Asset Class You Can Carry Around
What’s in your wallet? There’s probably very little cash. Yet cash is considered an asset class and it is the asset class we’re most familiar…
SENDEROinvestments
February 28, 2023
Investments
What is Technical Analysis and Why Does it Matter
Benjamin Graham is one of the most legendary investors in history. One of my favorite quotes of his is, “In the short run the stock…
Sweb Development
February 23, 2023
Legacy
How to Create a Sustainable Family Legacy
“Family legacy” usually refers to the mark you leave on the earth, but I also think of it as the gift of a lasting family…
Tara D. Maxwell, PHR, SHRM-CP, Partner | Vice President
February 15, 2023
Investments
Tactical Asset Allocation – January 2023
Amaury de Barros Conti, Partner | Vice President Investments
February 14, 2023
Sendero Articles
The Sendero Story Part 2
Fred was sure to continue his legacy as well. In 2011, Fred and Scott analyzed the industry landscape and deduced, like many business owners, they…
Edward A. Hart, Partner | President
February 9, 2023
Philanthropy
Making a Charitable Contribution
Why sell shares of stock when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those…
Gregg E. Muenster, PhD, Senior Philanthropic Advisor
February 9, 2023
Sendero Articles
Blazing the Sendero Trail, Part 1
Trails require someone to take the lead; to be the first one to carve the path that will eventually become a trusted trail.  Sendero means “path”…
Edward A. Hart, Partner | President
February 1, 2023
Sendero Articles
What To Do When Liquidity Washes Over You
One person makes hundreds of millions of dollars on the sale of a business they’ve built over decades. Another person buys a winning lottery ticket.…
Elizabeth Flavin Crawford, Partner | CEO
November 29, 2022
Sendero Articles
Tactical Asset Allocation – March 2022
This report reflects the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation.…
Sendero®
April 4, 2022
Sendero Articles
Sendero Chart of the Month
Now that the Fed has raised rates, investors are looking at the (Treasury) curve for an indication of what’s next for the economy. Historically, the…
Amaury de Barros Conti, Partner | Vice President Investments
March 29, 2022
Women
What Is Your Money Story?
Have you ever thought about your money story? Your early interactions with money have a powerful impact on the way you spend and save, but…
Elizabeth Flavin Crawford, Partner | CEO
January 20, 2022
Sendero Articles
10 Tactics to Keep Your Meeting on Track
Many meeting effectiveness tips — whether the gathering happens in a room or on a Zoom — are well understood by now, including starting and ending…
Sendero®
January 7, 2022