According to the latest Giving USA analysis, over $400B was contributed to philanthropic initiatives in the U.S. last year. Discover which initiatives received these contributions…

We are a little more than halfway through 2023, and we have seen quite a few overarching themes in the market this year. In this…

Weekly Market Update: August 08, 2023 - U.S. credit rating, labor statistics, looking ahead.

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…

Just like hiking, investments require endurance. Discover how hiking and investments have parallel lessons through the eyes of Investment Advisor, Fabian J. Rodriguez.

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

The ratings agency Fitch decided to downgrade the U.S. from AAA to AA+, citing a “deterioration in the standards of governance”, concerns regarding social security…

The Tour de France, the world’s most prestigious cycling race, showcases the remarkable synergy between individual effort and team strategy. Discover the similarities between investment…

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

Kristina G. Craig was awarded the San Antonio Business Journal’s C-Suite award in 2023. This award recognizes CEOs, presidents, vice presidents and other top-level managers…

“How much will I spend in retirement?” is a common question in our industry. Discover our rule of thumb for annual spending during retirement with…

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…