Our goal is to help you build positive momentum
for a good life through our three offers:
Investment Management, Financial Planning,
and Career/Life Coaching.
You will find a team of caring professionals
with expertise in Investment Management,
Financial Planning, and Career/Life Coaching.
Our aim is to provide an enriching enviroment in which
to learn and to share ideas that impact out financial goals.
Click here for a list of our events and to watch our video.
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…Learn more »
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…Learn more »
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…Learn more »
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 ...Read more »
While preparing for our next gathering of The Women’s Roundtable later this month, “Keep Calm & Invest On: Taking the Emotion Out of Your Money”, where we plan to discuss investor behaviors ...Read more »
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...Read more »
Often times too much of a good thing can be bad. I thought of this adage as I sat in the sweltering ...
You could qualify to receive considerably more money from Social Security than...
As soon as December 26 arrives with a thunk, the world shifts its focus to the New Year....
Posted: May 23, 2016
For the past 20 years, Rebuilding Together Oakland (RTO), formerly Christmas in April, has brought together low income homeowners and community volunteers to repair the homes of seniors and/or the disabled so they may…