Roots of Wealth

Welcome to Roots of Wealth!

We are here to help ease your retirement worries and allow you to focus on the things that matter to you.  We all tend to worry about different things in life. Whether it is about health, work, family or a relationship, taking the worry out of life seems impossible. Planning for your retirement should not […]

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Saying Goodbye is Never Easy

One of the most difficult acts that one can do is to make the decision to say goodbye to their pet.  As many of you know, Taxi, our Labrador retriever, has been an integral part of our family for the past fourteen years.  She was a sweet, loving and smart dog who brought joy and […]

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Tooth Fairy and Market Success

There are many aspects of parenting that are fun and easy and some that are not.  I am ashamed to say that Dan and I had a difficulty with an integral part of parenting…..being the tooth fairy! How can it be that two grown adults cannot remember that their child had lost a tooth and […]

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Finding Meaning in Retirement

Awhile ago, I sat down with Veronica Dagher of the Wall Street Journal (WSJ) to discuss issues that we will all face in retirement other than the financial issues. Dan Crimmins – Crimmins Wealth Management, LLC Here are a few ways folks can prepare for some of the non-financial aspects of retirement.   I have […]

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There is Always a Reason to Sell…Unless You Want to Achieve Your Goals

This is a guest post written by our friend William G. Chettle who is a Vice President with our partner Loring Ward. The problem with good advice is that it tends to be boring, especially when it comes to your portfolio. This is a good thing. For investors, excitement can be your worst enemy. Excitement generates […]

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Science Fiction No More-Amazing 3-D Printing

Science Fiction No More-Amazing 3-D Printing

While I do not have a science background, I’ve always had an interest in the incredible advances that the medical field has been able to achieve through the years.  One of the most incredible advances potentially coming down the road deals with 3-D printing technology.  Now, when I first heard the term 3-D printing, I was thinking […]

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Using research to time markets – Belling the Cat

Sometimes even the best of ideas are only good in theory because they are impossible to implement in practice.  This holds true to the financial world as well. Academic financial research generates hundreds of research papers each year highlighting potential ways for investors to get a possible insight on the direction of the stock market.  Many […]

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Stock investors: Focus on history not headlines – UPDATE

We wrote a post in March 2016 discussing 2 sectors that were struggling at the time.  Now seems like a good time to review the post and the outcome.  At the time the experts were stating that everyone was concerned about the future prospects of the Chinese economy and the struggling agricultural equipment industry in […]

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5 Great Quotes on Investing and How They Apply to You

We thought the following quotes from some of the most successful money managers might be useful to get the extra confidence needed to stay with your long-term plan as the markets exhibit the usual up and down movements.   The key word in the first sentence being  the “usual” volatility as stock market movements up and down are customary […]

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Going Global: A Look at Public Company Listings

Trivia Pursuit Time: how many stocks make up the Wilshire 5000 Total Market Index (a widely used benchmark for the US equity market)? While the logical guess might be 5,000, as of December 31, 2016, the index actually contained around 3,600 names. In fact, the last time this index contained 5,000 or more companies was […]

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Dan Crimmins Named on Investopedia 100 List of Influential Financial Advisors

Investopedia, an online source of trusted financial information and services, announced on June 27, 2017 their inaugural INVESTOPEDIA 100, a ranking of the top 100 influential financial advisors based on social, digital and event clout.  We are proud to announce that Dan Crimmins of Crimmins Wealth Management LLC was on their list. Investopedia – powered […]

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