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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: February 13, 2015

“As January goes so goes the year,” used to be a well-known and useful adage on Wall Street. From 1970 to 2000, the direction—positive or negative—the stock market took in January predicted the direction for the entire year 84% of the ti...

posted: February 3, 2015

We were amused on January 23 when our Time magazine arrived, dated February 2. We wish we could be so clairvoyant. In any case, we know that a trend is revealed when cheap gasoline makes the cover of Time.

Brent cr...

posted: January 22, 2015

The top New Year’s resolution, according to USA.gov and the Journal of Clinical Psychology, is to lose weight, but what about trimming down in other areas of our lives?

In financial planning one of the most important “lever...