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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Momentum: Finance Blog

Did You Make the Social Security Cut Before the Loopholes Closed?

posted: 9 January 2016

You may have heard the chatter about some Social Security loopholes being closed as part of the budget deal struck by House Republicans and President Obama. This is a basic summary of what these chang...

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Actions Speak Louder Than Words: The Visit of China’s President Xi Jinping to America

posted: 12 October 2015

President Xi Jinping of China arrived in America the week of September 22 (during the same time that Pope Francis and India’s Prime Minister Narena Modi were touring the U.S.) His first stop was Sea...

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Planning for Market Volatility and the Trouble with Target-Date Funds

posted: 15 September 2015

As part of our ongoing financial planning work, we assist our clients by recommending an allocation for their retirement plan accounts (401k, 403b, etc.) that cannot be directly managed by us because ...

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White Paper

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Finding the Optimal Risk Allocation for Your Retirement Plan—Are High-Return Investments Too Much of a Good Thing?
posted: September 1, 2014

Often times too much of a good thing can be bad. I thought of this adage as I sat in the sweltering ...


Video

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Year-End Review and 2016 Preview
posted: December 16, 2015

This webinar reviews the market activity and the economic events of 2015 and...


Publication

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While the World is Focused on Outer Celebrations, Go Within
posted: January 8, 2014

As soon as December 26 arrives with a thunk, the world shifts its focus to the New Year....

Latest News

Bell Partners with AllClear ID

posted: January 25, 2016

Increasingly we hear stories and see headlines of data system breaches, identity theft and the high cost of credit and identity theft restoration. In…

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