We have been proudly serving clients as a fee-only fiduciary since our founding in 1991.

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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What is Most Relevant About the New Tax Law? Part 2: ESTATE AND GIFT TAX
March 12, 2018

The estate and gift tax exemption in the federal tax code (Form 706) applies to an individual’s gifts made d…

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The Health Savings Account: an often-overlooked financial opportunity
February 27, 2018

This is an overview of a Health Savings Account (HSA), a unique savings & investment vehicle w/ tax benef…

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A Step-by-Step Guide to Getting a Job
March 5, 2018

I found the following online 60-minute course on Glassdoor.com, a free online resource for job seekers. It’s an amazing resource that not only incl...

Market Analysis

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Be a Winner — Learn to Live with Volatility (and other thoughts on the current market) – 3/2/2018
March 5, 2018

Be a Winner — Learn to Live with Volatility February brought the highly anticipated 10% pullback a...


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Why is the Market So Strong, and What Could Go Wrong?
January 19, 2018

Join us as we explore these questions in our half hour webinar to discuss topics like What does the


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Long-Term Care
January 26, 2018

Some years ago, a client came to me concerned about his long-term care policy. He purchased the poli...

Latest News

Selfie at the Oakland Rotary

Selfie! Bell client, Peter M. Sherris, MD, posted a photo February 1, 2018 on Facebook of himself and Jim Bell, CFP® at the Oakland Rotary.

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