“The greatest scientists are artists as well.” — Albert Einstein Two questions: When was the US Equity market riskier for an investor: 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 … Continue reading Modeling the Reality of Risk in 2019
First Quarter 2019: March Madness, or Just an Incredible Rebound? After a turbulent fourth quarter, equity markets quietly rallied, largely erasing 2018 losses. The S&P 500, which plunged 13.5% in the fourth quarter, gained 13.6% and is once again within striking distance of all-time highs. While risk assets posted gains across the board, the hardest-hit … Continue reading First Quarter 2019 Market Snapshot
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. NICK WOODWARD, CFA, Consultant, Principal RUTHIE ZIMMERMAN, Associate, Principal These individuals join Sellwood’s four existing employee shareholders: Charlie Waibel, Kevin Raymond, Ryan Harvey, and Ashlee Moehring. Sellwood remains 100% … Continue reading Welcoming Our Newest Shareholders
Download our 2019 Capital Market Assumptions White Paper. Sellwood Consulting’s 2019 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. Our Assumptions Change as Markets Do We update our assumptions annually. Over the course of 2018, … Continue reading 2019 Capital Market Assumptions
Sellwood’s February 2019 Market Snapshot is available for download.