Third Quarter 2024 Market Snapshot

The third quarter’s mixed economic news and the Fed’s first rate cut in four years brought, paradoxically, both the return of market volatility and new stock market highs.

Second Quarter 2024 Market Snapshot

Second Quarter 2024: Artificial Intelligence or Artificial Highs? The second quarter of 2024 capped a strong first half of the year, with the artificial intelligence (“AI”) frenzy propelling stocks to gains despite a backdrop of tempered expectations for Federal Reserve interest-rate cuts. The S&P 500 climbed over 4% in the quarter and 15% in the

Happy Holidays

In the spirit of the Holiday Season, Sellwood has made a financial contribution to the Oregon Humane Society, where five of Sellwood’s staff members have adopted members of their families. The Oregon Humane Society recently celebrated a record 10,000th pet adoption in this calendar year. OHS offers a wide variety of services from pet adoption, training, humane law enforcement, veterinary care, humane education, and disaster response.

Sellwood Joins Institutional Investing Diversity Cooperative

For a long time, a lack of good data has prevented diverse investment managers from being hired by institutional clients. That’s about to change, due to the efforts of the Institutional Investing Diversity Cooperative, which Sellwood recently joined.

Sellwood’s Early Growth Featured in Press

Sellwood was featured in today’s FundFire People Roundup, highlighting our early growth in both clients and headcount.
Sellwood Consulting, only a few weeks removed from its break with R.V. Kuhns, has already begun luring more talent from the mothership. Ryan Fitzgerald, who previously prepared and analyzed performance,