Tactical Asset Allocation – March 2019

Sendero Wealth Management Advice

Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. 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. The comments reflect opinions as of the specific date listed …

Tactical Asset Allocation – December 2018

Sendero Wealth Management Advice

Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. 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. The comments reflect opinions as of the specific date listed …

Tactical Asset Allocation – September 2018

Sendero Wealth Management Advice

Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. 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. The comments reflect opinions as of the specific date listed …

How Active Is Your Passive ETF?

Sendero Wealth Management Advice

At Sendero, we believe in combining passive and active strategies in overall portfolio construction, and while fees are an important factor, cheaper is not always better. Do you know why one S&P 500 ETF beat another S&P 500 ETF by 0.09% annualized over the last 10 years? We do! Read more…

How Does Your Cash Stack Up?

Sendero Wealth Management Advice

Do you know if your bank is offering competitive interest rates? If not, you might want to ask and find out how their rates compare. Sendero has access to several competitive cash management options with yields ranging from…Read more

Tactical Asset Allocation – June 2018

Sendero Wealth Management Advice

Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. 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. The comments reflect opinions as of the specific date listed …

Tactical Asset Allocation – March 2018

Sendero Wealth Management Advice

Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. 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. The comments reflect opinions as of the specific date listed …

My Crypto Rollercoaster

Sendero Wealth Management Advice

Written By: Rodrigo Lopez No matter what one thinks of Bitcoin or Blockchain technology, all investors (rookies and grizzled veterans alike) should thank the Cryptocurrency phenomenon for one thing:  A crash course in investor psychology. As everyone has different experiences investing in cryptocurrencies, I’ve decided it would be valuable to others to share my experience. Week 1: I read about …

5 Financial Resolutions for 2018

Sendero Wealth Management Advice

Written By: Melinda J. Perez January brings with it a burst of energy, inspiring people to pursue their goals with a renewed drive for the year ahead. And with that in mind, we set resolutions to make our bodies healthier, or to nurture our relationships, or to gain skills that will advance our careers. Of course, there are many more …

Tactical Asset Allocation – December 2017

Sendero Wealth Management Advice

Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. These comments reflect opinions as of the specific date listed and can change rapidly based on market conditions. Sendero prepares this analysis as one of the tools used to grow wealth responsibly through a …