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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: June 12, 2015

In our investment management experience, investors fall into one of two camps when looking at an investment that has dropped in price significantly...

posted: April 16, 2015

Stocks pulled back in in March. Despite two down months in the first quarter, stocks were able to produce a small positive return in the first three months of the year thanks to large gains in February.

Many of you have expressed...

posted: April 8, 2015

The value of the U.S. dollar relative to other world currencies has grown by approximately 22% in the past year. That means if the average investor outside the United States bought a U.S. stock in dollars one year ago and the stock purch...