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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: October 28, 2014

We have been engaged in succession planning at Bell Investment Advisors for the past
14 years. We also offer workshops and write abou...

posted: October 21, 2014

Deciding when to sell a stock or a mutual fund can be difficult, especially when that unwanted stock or mutual fund resides in a taxabl...

posted: October 14, 2014

While stocks held up well during the summer, they pulled back in the first month of fall, which is not surprising as September has been the weakest month for the stock market historically. Since 1896, the Dow Jones Industrial Average has...