Second Quarter 2017: Global Economic Improvement Overshadows Political Uncertainty The second quarter market review will sound familiar to readers of last quarter’s review. Global markets rose (again), led by international markets (again). Bond markets advanced (again) and the only major…
May 2017 Market Snapshot
Sellwood’s May 2017 Market Snapshot is available for download.
Posted in Market Snapshot
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…
Posted in Research
April 2017 Market Snapshot
Sellwood’s April 2017 Market Snapshot is available for download.
Posted in Market Snapshot
First Quarter 2017 Market Snapshot
First Quarter 2017: Finally, Synchronized Global Economic Growth Global markets rose in the first quarter, responding to improving economic news around the world. After eight years, it appears that global economies are finally rising synchronously, although in the US, the…
Posted in Market Snapshot
February 2017 Market Snapshot
Sellwood’s February 2017 Market Snapshot is available for download.
Posted in Market Snapshot
2017 Capital Market Assumptions
Download our 2017 Capital Market Assumptions White Paper. Sellwood Consulting’s 2017 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 client asset allocation work. Our…
Posted in Capital Markets, Research
January 2017 Market Snapshot
Sellwood’s January 2017 Market Snapshot is available for download.
Posted in Market Snapshot
Nick Woodward, CFA, joins Sellwood Consulting
We are pleased to announce that Nick Woodward, CFA, has joined Sellwood Consulting, as a Consultant. Mr. Woodward had previously worked with Sellwood’s founders for more than five years at R.V. Kuhns & Associates (RVK), where he advised a broad spectrum…
Posted in Sellwood
Fourth Quarter 2016 Market Snapshot
Fourth Quarter 2016: Trump and the Fed Make Yields Great(er) Again November’s election of businessman Donald J. Trump to the US presidency sent markets in distinct directions during the fourth quarter. Notably, the election surprise resulted in upward movement of…
Posted in Market Snapshot