Sellwood Insights Regular, timely updates about our firm, markets, and our investment research.
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January 6, 2021
We are proud to formally announce several recent promotions of people who exemplify Sellwood’s core values of Quality, Independence, and Partnership. Ryan Fitzgerald, CFA, is Sellwood’s newest Consultant, and Ruthie Zimmerman is our first Director of Investment Operations. Both of these individuals have demonstrated, over several years, the high integrity and work ethic that make … Continue reading Celebrating Promotions & New Shareholders →
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December 23, 2020
HAPPY HOLIDAYS from our screens to yours. We are numbers people. Our 2020 was characterized by: $6.4 billion assets advised 2 new clients 4 new beards 2,177 Zoom calls 0 airline statuses attained 20 new computer monitors for home offices 3 promotions (congratulations Taylor, Ryan, & Ruthie) 1 new CFP® certification (congratulations Taylor) 2 CFA … Continue reading Happy Holidays →
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April 14, 2020
Every year, we update our forward-looking Capital Market Assumptions – the building blocks of our asset allocation work on behalf of Sellwood clients – as of December 31. Because equity and bond markets have changed so considerably in the first quarter of this year, we have taken the extraordinary step of updating those assumptions outside … Continue reading Capital Market Assumptions: Mid-Year Update →
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February 18, 2020
Note: These assumptions are now outdated. Our current capital market assumptions and our white paper documenting their construction can always be found on our Capital Market Assumptions page. Sellwood Consulting’s 2020 Capital Market Assumptions contemplate a prospective lower-return environment caused by last year’s extraordinary valuation expansion in nearly every asset category. These 10-year, forward-looking assumptions of asset class … Continue reading 2020 Capital Market Assumptions →
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December 25, 2019
From Sellwood’s family to yours, we wish you a wonderful holiday season and a happy, prosperous, and healthy new year. Sellwood had a great year. We welcomed five new clients, two new employees, two new shareholders, 950 new square feet of office space, one new baby, and one engagement. We also had the opportunity to … Continue reading Happy Holidays from Sellwood Consulting →