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

Money Market Fund Reform

posted: 7 July 2016

Driven by the 2008 financial crisis, the U.S. Security and Exchange Commission (SEC) has, in the last few years, implemented multiple rounds of reform regarding money market funds. These changes have ...

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When Your Portfolio Isn’t Making Money

posted: 15 June 2016

While preparing for our next gathering of The Women’s Roundtable later this month, “Keep Calm & Invest On: Taking the Emotion Out of Your Money”, where we plan to discuss investor behaviors ...

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Tax Season: Important Actions to Take

posted: 15 March 2016

Tax season is upon us! As you know, that means you must file your taxes by April 15, unless you file for an extension. However, April 15 is also an important deadline for other financial matters. Apr...

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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 ...


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How Recent Social Security Changes May Affect You
posted: March 30, 2016

You could qualify to receive considerably more money from Social Security than...


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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....

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Rebuilding Together Oakland: Bell volunteers again this year!

Posted: May 23, 2016

For the past 20 years, Rebuilding Together Oakland (RTO), formerly Christmas in April, has brought together low income homeowners and community volunteers to repair the homes of seniors and/or the disabled so they may…

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