Insights

Family is one of our core values. We recently celebrated this core value with a family-fun filled day of roller skating! Join us in reflecting…

SENDEROfamily office was established in 2009 and is led by Roy H. Trice, Partner | SFE Family Office. Discover more about our family office practice…

When it comes to achieving your goals, a well-thought-out plan is essential. Discover the importance of planning in this video.

Investment Advisor, Tyler Davies, recently took a trip to Italy to celebrate his 20th wedding anniversary! During this trip, a conversation with a friend sparked…

Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the market during the month of June in our…

It’s almost the 4th of July! We’re reflecting on the importance of the Holiday in this video.

There are many different tools to help you stay on top of your finances. Discover which tools our Investment Advisor, Anne Buckthal Chilton, CFA, likes…

June is Men’s Health Month! Discover how fitness can impact your health in this video.

Family is one of our core values, and we are celebrating it by sharing our family with you. Enjoy this video honoring our dads for…

Father’s Day is right around the corner. In this video, we reflect on how fathers, grandfathers, and other father figures play important roles in our…

When taking a summer vacation is not an option, how do you unplug and decompress?

Summer is here, and that means so is travel season! Travel costs have changed so it may be time to adjust your travel budget.