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 Relevant About the New Tax Law? Part 5: STATE & LOCAL TAXES, MISCELLANEOUS EXPENSES
August 24, 2018

One of the biggest changes resulting from the new tax law signed in December 2017 is a severe limit imposed by…


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What is Relevant About the New Tax Law? Part 4: MORTGAGE INTEREST
July 25, 2018

Under the new tax law effective in 2018, can you claim your home mortgage interest as a deduction? Would you s…


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Forget the Diet. Take a Walk!
August 8, 2018

I’m older than most of my readers, so don’t write me off as some young thing with an abundance of energy bursting forth from my youth. I’m proba...


Market Analysis

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The U.S. Consumer Lifts Once-Maligned Retailers
September 12, 2018

Brian Cornell, age 60, Target CEO, asserts that we are in the best consumer environment that he has ...


Publication

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Homeowners Insurance
July 23, 2018

On October 8, 2017, a fire began in Calistoga, California, that would kill 43 people and displace 10...

Latest News

John Emerson Addresses Bell Investment Committee

The Bell Investment Advisors Investment Committee had the great privilege on July 11, 2018 to be visited by the distinguished John B. Emerson, American diplomat, lawyer, and former U.S. Ambassador to Germany, who was appointed by President Obama to serve on his Advisory Committee for Trade Policy and Negotiations. He currently works in global distribution […]

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