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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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Recently on the Momentum Blog

posted: March 19, 2015

Most investors know that most stock indexes like the S&P 500 are weighted by size or market capitalization as it is known in investment parlance. That means that the larger companies—in terms of value—comprise a larger proportion of...

posted: March 12, 2015

Stocks bounced back in February after declining to start the year. U.S. stocks enjoyed their best month since October 2011 and more than made up for the losses incurred in January. Bonds followed their best month in six years with declin...

posted: March 3, 2015

Whether we like it or not, life and money will always be inextricably linked no matter what stage of life we are in. As our life progresses, so too does our financial focus. Whereas we would likely be focused on repaying student loans or...