Investment Management

Momentum is inherent in financial markets. Trends persist, both up and down, often for years at a time. That is why it is a core component of our investing process and the core of the two of our three investment management strategies…

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Financial Planning

Our strategy for financial planning echoes our momentum-based investment strategy. We use quantitative technology and qualitative analysis to arrive at a workable plan that is uniquely yours. Our personal financial planners and investment…

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Career/Life Coaching

The questions of momentum-based investing and financial planning are inherent in career development as well: What's working? What's not? What now? We believe that your career should be considered one of your most important…

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Momentum: Finance Blog

Tax Season: Important Actions to Take

posted: 15 March 2016

Tax season is upon us! As you know, that means you must file your taxes by April 15, unless you file for an extension. However, April 15 is also an important deadline for other financial matters. Apr...

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2016 Politics and Central Banks

posted: 9 March 2016

2016 has brought into focus politics and central banks simultaneously. The 2016 U.S. presidential primary campaign is unprecedented, according to many of the pundits, and central banks in Europe and J...

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The United States’ Obsession with China

posted: 10 February 2016

The main headline on the cover of the January 16, 2016 issue of The Economist reads: Everything’s under control: China, the yuan and the market. However, the accompanying cartoon image of a dragon p...

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White Paper

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Finding the Optimal Risk Allocation for Your Retirement Plan—Are High-Return Investments Too Much of a Good Thing?
posted: September 1, 2014

Often times too much of a good thing can be bad. I thought of this adage as I sat in the sweltering ...


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How Recent Social Security Changes May Affect You
posted: March 30, 2016

You could qualify to receive considerably more money from Social Security than...


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While the World is Focused on Outer Celebrations, Go Within
posted: January 8, 2014

As soon as December 26 arrives with a thunk, the world shifts its focus to the New Year....

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Bell Partners with AllClear ID

posted: January 25, 2016

Increasingly we hear stories and see headlines of data system breaches, identity theft and the high cost of credit and identity theft restoration. In…

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