Sellwood Insights Regular, timely updates about our firm, markets, and our investment research.
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February 21, 2018
Note: These assumptions are now outdated. Our current capital market assumptions and our white paper documenting their construction can always be found on our Capital Market Assumptions page. 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 … Continue reading 2018 Capital Market Assumptions →
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February 15, 2018
Loathe as we are to give any thought to short-term returns, the recent market correction has been interesting. The S&P 500 index peaked on January 26, before dropping approximately 2% over the next few trading sessions, and then dropping more precipitously during the week of February 5. On February 8, the market had declined by … Continue reading Postmortem of a Correction →
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December 22, 2017
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 … Continue reading Happy Holidays From Sellwood Consulting →
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October 16, 2017
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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October 9, 2017
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.