Happy Holidays from Sellwood Consulting
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 people with disabilities can live, work, and thrive in the communities of their choice.
In the Community: Free Geek
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 responsibly recycled.
Rise and Shine: Why Bond Investors Still Shouldn’t Fear Rising Rates
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.
2018 Capital Market Assumptions
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.
Postmortem of a Correction
Loathe as we are to give any thought to short-term returns, the recent market correction has been interesting.
Happy Holidays From Sellwood Consulting
In the spirit of the holiday season, every year Sellwood Consulting donates to a local charity on behalf of our clients. This year, we elected to support Habitat for Humanity. Every day, families of all sizes struggle to find affordable places to live. Rapidly rising rents force people to live in unsafe, unhealthy, and crowded conditions. Habitat for Humanity is a global nonprofit dedicated to eliminating substandard housing by building simple, decent, affordable homes in partnership with families in need.
“Fiduciary” Isn’t Enough
Political language is designed to make lies sound truthful and murder respectable, and to give an appearance of solidity to pure wind. One cannot change this all in a moment, but one can at least change one’s own habits
The Not-So-Lost Decade
Today marks the 10th anniversary of the birth, or at least the conception, of the Global Financial Crisis. The US equity market peaked, before the Global Financial Crisis began, on October 9, 2007.
Welcoming Taylor Cuzzort
Sellwood is pleased to announce the newest member of our team, Taylor Cuzzort.
Taylor joins us from the University of Oregon, where she recently earned a Bachelor of Business Administration, Finance, from the Lundquist College of Business at the University of Oregon. She also earned a minor in Spanish.
The Right and Wrong Way to Design a Portfolio
Our research department believes that the President’s agenda will stall in Congress, the Fed is on pace for two more rate hikes this year, and that we are seeing really promising economic growth out of Asia. As a result, we recommend that you shift a bit of money out of core bonds and into international equities for the next six months.