2021 Capital Market Assumptions
These assumptions are now outdated.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.
Celebrating Promotions & New Shareholders
We are proud to formally announce several recent promotions of people who exemplify Sellwood’s core values of Quality, Independence, and Partnership.
Happy Holidays
In the spirit of the Holiday Season, Sellwood has made a financial contribution directly to a family devastated by this summer’s Oregon wildfires. This family suffered a complete loss of their home in the Echo Mountain fire, outside of Lincoln City, Oregon.
Capital Market Assumptions: Mid-Year Update
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 our normal calendar. With this update, our asset allocation work for clients will reflect market data as of March 31, 2020.
2020 Capital Market Assumptions
These assumptions are now outdated.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.
Happy Holidays from Sellwood Consulting
From Sellwood’s family to yours, we wish you a wonderful holiday season and a happy, prosperous, and healthy new year.
Ten Years, Ten Observations, and Ten Predictions
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 the next ten years may hold.
Modeling the Reality of Risk in 2019
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…
Welcoming Our Newest Shareholders
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.
2019 Capital Market Assumptions
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.