Sellwood Insights

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

From Sellwood's family to yours, we wish you a wonderful holiday season and a happy, prosperous, and healthy new year.
This past March marked the 10-year anniversary of the market bottom that concluded the 2008/2009 Global Financial Crisis. The decade ending March 31, 2019 was a very interesting one for market observers and practitioners. We offer ten market observations from that decade, and, informed by history, ten predictions about what
March 2009. The S&P 500 has just fallen 55% from its peak and the trailing ten-year standard deviation of S&P 500 returns was 21%. The market trades at a valuation of 13 times trailing 10-year normalized real earnings. Or…
Sellwood Consulting LLC is pleased to welcome our newest shareholders, who have demonstrated lasting value to the firm and our clients, by exemplifying Sellwood’s core values of experience and integrity.
These assumptions are now outdated.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.

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