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 »
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...Read more »
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 ...Read more »
A study conducted by Fidelity last year showed that women are more cautious with their investing compared to men. This more conservative mindset seems to make sense during weary economic periods, bu...Read more »
Often times too much of a...
Investors increasingly express their desire to create positive social...
As soon as December 26 arrives with a thunk, the world shifts its focus to...
Bell 2015 Youth-in-the-Arts Grant
Recipient to be announced soon! Learn more »