Sellwood Insights

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

In the spirit of the holiday season, every year Sellwood Consulting celebrates a local charity.This year, we made a donation on behalf of our clients to Community Vision, one of Oregon’s largest providers of individualized support for people with disabilities. Community Vision’s mission is to make Oregon a place where
Last Friday, members of Sellwood's team spent the afternoon volunteering at Free Geek, a local nonprofit devoted to transforming technology into opportunity. By our estimation, we took apart 25 desktop computers, 10 ancient servers, and dozens of modems, reducing obsolete technology to its component parts, so that they could be
Back in 2014, we wrote a piece, Who’s Afraid of the Big Bad Rates?, which argued that long-term investors in fixed income securities should not fear rising rates.
Sellwood Consulting’s 2018 Capital Market Assumptions are available. These 10-year, forward-looking assumptions of asset class return, risk, and correlation are the key input variables for our asset allocation work on behalf of clients.
Loathe as we are to give any thought to short-term returns, the recent market correction has been interesting.

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