Sellwood Insights

Updates about our firm, markets, and our investment research.

Money Market Fund Reform Update

On July 23, 2014, the Securities and Exchange Commission (“SEC”) released an 869-page document adopting amendments to the rules that govern money market mutual funds. The amendments passed by a narrow 3-to-2 margin and, similar to previous amendments adopted in 2010,
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Happy Anniversary, Bull Market

It was five years ago yesterday – March 9, 2009 – that the US stock market tumbled to its lowest point in the 2008/09 market crash. The five years that followed have seen a tremendous reinflation of asset values for risky assets.
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2014 Capital Market Assumptions

Sellwood Consulting's 2014 Capital Market Assumptions are now available. These assumptions are the primary input for our asset allocation work for clients, being the input variables for mean-variance optimization, Monte Carlo analysis, and risk budgeting. This year, though we have made incremental enhancements to our methods for gauging the future
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Planting Roots in Our Community

Our staff, and several of our family members, spent the morning of the Martin Luther King, Jr. holiday planting native red alder and dogwood trees at a local park. As noted in our article Paper Cuts, we are believers in being responsible stewards of natural resources,
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Happy Holidays & 2013 in Review

All of us at Sellwood Consulting wish you our best for a joyous holiday season, and a happy, healthy, and prosperous 2014. On behalf of each of our clients, we have made a donation to Medical Teams International, a global health organization that helps
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