Sellwood Insights Regular, timely updates about our firm, markets, and our investment research.
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January 20, 2015
Our firm and families spent the morning of this year’s Martin Luther King, Jr., holiday planting trees. The event, organized by local charity Friends of Trees, saw volunteers plant 500 native trees and shrubs in a local community park.
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December 22, 2014
How we stayed merry in 2014:
We welcomed 6 new clients: A non-profit organization. A corporate retirement plan
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November 25, 2014
Rebalancing is a critically important element of portfolio management, but it gets scarcely the attention it deserves. Our research shows that disciplined rebalancing is necessary to maintain a portfolio at its desired risk and return levels – without it, the whims of the market can considerably alter a portfolio’s composition.
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September 30, 2014
With short-term interest rates at historic lows, and the end of the Federal Reserve’s latest bond purchase program scheduled in October, investors are right to wonder about the prospect of rising interest rates. This wonder naturally turns to concern for fixed income portfolios, which derive their return from the overall level of interest rates in the economy and are thus naturally exposed to the effects of interest rate movements, both positive and negative.
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