February 2021 Market Snapshot
March 2, 2021Sellwood’s February 2021 Market Snapshot is available for download.
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January 2021 Market Snapshot
February 1, 2021Sellwood’s January 2021 Market Snapshot is available for download.
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Celebrating Promotions & New Shareholders
January 6, 2021We are proud to formally announce several recent promotions of people who exemplify Sellwood’s core values of Quality, Independence, and Partnership. Ryan Fitzgerald, CFA, is Sellwood’s newest Consultant, and Ruthie Zimmerman is our first Director of Investment Operations. Earlier in 2020, Taylor Cuzzort, CFP®, earned a promotion to Associate. All three of these individuals have … Continue reading Celebrating Promotions & New Shareholders
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Fourth Quarter 2020 Market Snapshot
January 5, 2021Fourth Quarter 2020: Hindsight is 2020: What Now? An optimistic fourth quarter capped a wild and turbulent year in the capital markets. The stock market, which had rallied since the March lows on the back of unprecedented global fiscal and monetary stimulus, was given another boost in November as news broke on the success of … Continue reading Fourth Quarter 2020 Market Snapshot
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Happy Holidays
December 23, 2020HAPPY HOLIDAYS from our screens to yours. We are numbers people. Our 2020 was characterized by: $6.4 billion assets advised 2 new clients 4 new beards 2,177 Zoom calls 0 airline statuses attained 20 new computer monitors for home offices 3 promotions (congratulations Taylor, Ryan, & Ruthie) 1 new CFP® certification (congratulations Taylor) 2 CFA … Continue reading Happy Holidays