March 24 Market Volatility Update

Sendero Wealth Management News

Like most of us, you are probably adjusting to the “new normal” daily life of home schooling, social distancing, virtual meetings and curb side deliveries.

After working remotely for the last week, what has not changed at Sendero are the internal conversations and encouragements between employees, while not losing sight of the human element in relationships.  In some ways, we have increased our intentional communication, making sure we help each other and continue to watch over your portfolios.

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Webinar (RECORDED) from Sendero Wealth Management

Sendero Wealth Management Market Updates

On March 19th, the investment team from Sendero Wealth Management shared their thinking on the current market environment with clients and community.   Hosted by Amaury Conti, Vice President Research & Strategy and John Rowsell, Partner/Chief Strategist.

Market Environment Checklist

Sendero Wealth Management Market Updates

As a former trader, I learned that market tops are generally characterized by an event and market bottoms are a process. That process can take weeks or even months.

The velocity and the associated volatility of this bear market can drive an investor to make a poor decision that could potentially impact their portfolio, and ultimately their ability to meet their long-term financial goals.

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IMPORTANT MESSAGE and UPDATE from Sendero Wealth Management and COVID-19

Sendero Wealth Management News

As all of our thoughts are on the COVID-19 situation, we wanted to share an update on how Sendero Wealth Management is responding. The safety and health of our dedicated employees and clients, is always of the utmost importance to us. At Sendero, we are people first, with the foundation of our core values of Trust, Honor, Respect, Service and Family.

In an effort to protect our community, we have decided to close our office effective immediately to outside visitors and clients, with the majority of our staff moving to remote work arrangements until March 31, 2020. We have initiated our Business Continuity Plan to insure that for you, our “business as usual” continues.

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