Personal Wealth

Meet your personal financial goals — from any stage in life — with a customized, flexible plan from Fortune Financial. Learn More


Business Services

Navigate the financial aspect of your business, from retirement plans and education to estate planning.
Learn More



With Fortune Financial, we have increased employee participation and contribution levels substantially above the industry averages. Read More


RSS Subscribe to our blog

Understanding Quantitative Momentum: Q&A with Alpha Architect

by: Lawrence Hamtil  on Monday, November 21, 2016

The prolific team at Alpha Architect are out with a new book called Quantitative Momentum:  A Practitioner's Guide to Building a Momentum-Based Stock Selection System.  It is a wonderful book for anyone wanting to understand how to implement momentum-based strategies into his or her portfolio, or even just for those who simply want to understand better the concept of momentum investing. Read More

Niche Energy ETFs as Contrary Indicators

by: Lawrence Hamtil  on Wednesday, November 16, 2016

The advent of the exchange-traded fund (or "ETF") has revolutionized the way people can invest, not least because it makes it very easy to compose a portfolio of certain stocks around a given theme.  There are specialty ETFs that track such corners of the market as social media stocks, timber-related companies, and so on.  However, it may be no coincidence that the inception date of some of these niche ETFs has coincided with a peak valuation in the underlying theme.  This is especially true in the energy sector, where once-hot themes as nuclear energy, coal, and solar propelled the launch of several ETFs that tracked the fortunes of these themes, and, perhaps, marked their apex. Read More