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 …Read More


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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 …Read More


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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 …Read More


Market Analysis

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Economic Resilience Conquers All
October 3, 2018 Despite all the news that could be so distracting, investors are focusing on U.S. economic strength …Read More

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 …Read More

Latest News

Ramsay Leimenstoll Quoted on Emergency Funds

Ramsay Leimenstoll, Bell’s paraplanner on the Financial Planning team, was recently consulted, along with other financial experts from around the country, on the topic of personal and family emergency funds. The result is an edifying blog post, “How Much Should I Put into My Emergency Fund?” on the website of Earnest, a loan provider/refinancer. Ms. …Read More

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