Sellwood Insights

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

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.
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
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

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