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 well-designed investment strategy with a tilt towards opportunistic asset allocation: Tactical Asset Allocation – December 2017

I’m a Busy Working Mom of 4, But Volunteering is Actually the BEST Thing for My Schedule

Sendero Wealth Management Advice

When you have a busy career, kids who are involved in multiple activities and a household to run, the thought of incorporating volunteerism into your life is understandably overwhelming. You may wonder why, with everything else you juggle, should you even consider taking on another completely optional commitment? Even if it sounds like a nice idea, how on earth could you possibly fit in one more responsibility?

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Tactical Asset Allocation – September 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 well-designed investment strategy with a tilt towards opportunistic asset allocation: Tactical Asset Allocation – September 2017

WOAI – Prominent S.A. Financial Leader Bullish on Fed Moves

Sendero Wealth Management News

The Federal Reserve Board on Wednesday said it will formally begin to sell some $4.5 trillion in bonds which it purchased as part of the ‘Quantitative Easing’ effort to end the Great Recession, and recalibrated its plan for interest rate increases over the coming two years, moves applauded by prominent local financial analyst Liz Crawford, News Radio 1200 WOAI reports.

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SABJ – New Leaders to Steer San Antonio Wealth Management Firm

Sendero Wealth Management News

From the San Antonio Business Journal: 

After more than 20 years in business, the co-founders of Sendero Wealth Management are moving into advisory roles and handing off operations to new leaders.

Fred Middleton is now chairman emeritus, and longtime CEO Scott McMillian is chairman, according to the firm.

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Tactical Asset Allocation – June 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 well-designed investment strategy with a tilt towards opportunistic asset allocation: Tactical Asset Allocation – June 2017