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

Bond Market Outlook and Strategy 2016

posted: 18 August 2016

In our last blog we shared an overview of our current thinking about the economy and the stock market this year. Here we will share our thoughts on the bond market. As always, please feel free to shar...

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Economic and Stock Market Overview 2016

posted: 9 August 2016

As we enter the middle of the third quarter of 2016, we thought we’d share an overview of our current thinking about the economy and the stock market this year. Our next blog will address the bond m...

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Money Market Fund Reform

posted: 7 July 2016

Driven by the 2008 financial crisis, the U.S. Security and Exchange Commission (SEC) has, in the last few years, implemented multiple rounds of reform regarding money market funds. These changes have ...

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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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The Year of the Wall
posted: July 1, 2016

Since the 2016 presidential campaigns began over a year ago, there has been plenty of talk about wal...

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Public Service Presentation on Financial Literacy for Young Adults

Posted: August 15, 2016

On August 13, 2016, in the downtown offices of Bell Investment Advisors, a group of Rotary Club members and their mentored scholarship recipients gathered for a Saturday morning breakfast presentation, “Financial Literacy…


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