Roots of Wealth

Welcome to Roots of Wealth!

Welcome to the Roots of Wealth Blog!  We are New Jersey based fee-only independent Financial Advisors.   We started this financial planning blog to help people concentrate on the things that matter and the things that they can control.  The most important thing one can control is his or her own behavior.  We will help […]

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The 87th Annual Macy's Thanksgiving Day Parade

Happy Thanksgiving 2015

Growing up in the tri-state area is beneficial for many reasons and one in particular is the ability to attend the Thanksgiving Day Parade in New York City.  The Macy’s Thanksgiving Day Parade has been around for over eighty years and I have been fortunate to have attended several times in my life. This year’s […]

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Wax Wizard of Oz

What can the Wizard of Oz teach us about Investing?

What can the Wizard of Oz teach us about investing? The Wizard of Oz is one of the most well-known films of all times.  I grew watching this iconic movie once a year on television which was a much-anticipated event for the entire family.  This movie has it all: singing, munchkins and flying monkeys.  And […]

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Global Map by Market Cap

A Different Perspective on Global Stock Markets

Sometimes seeing something from a different perspective helps bring additional insight to a subject.  Below is a view of the world – not from the traditional view according to land mass that we are all familiar with from grade school.  This graph demonstrates the size of the countries according to the value of the companies […]

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2008-05-10 New York 016 Museum of Modern Art, Olafur Eliasson, Take Your Time

Unsure What to Do?

Recently I celebrated a birthday, and although it was not a major milestone, it did give me the opportunity to reflect on my life and the things that are going on around me.  It has been a year of some unsettling moments, which, at times, have left me feeling a bit lost and sad. I […]

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What's new, pussycat?

Belling the Cat – Using research to time markets

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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The Top Ten List of Things to do for Your Financial Life

I like to make lists, a trait that I am quite fond of.  It makes me feel in control of all of the things that I need to get done.  Sometimes the list may seem unimportant; with such obvious items that one wouldn’t think would need to be written out in order for me to remember to […]

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Meir Statman Interview: Mandatory Saving at work?

Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. In this interview with Institutional Investor Journals, he discusses the recent news of a retirement crisis in […]

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My Google driverless car photo used on @NBCWashington

The Driverless Car Bet

We have talked in previous posts about how successful investors have to be optimistic about the future. This optimism can be found in many areas driven through the tremendous progress that technology is having in many aspects of our lives.  Technology is making our lives easier, more productive and allowing us to remain healthier longer […]

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U.S. Household Wealth At Record Highs

The negative headlines continue and Americans continue to express concern about the future.  The U.S. economy and world economies continue to struggle for growth and many households have seen little growth in their paychecks as a result.  And while it is understandable that investors are concerned (which is reflected in the recent global stock market declines), […]

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" Love is a flower you've got to let grow. "

10 Ideas all investors need to know to be a successful investor – #6 to 10

This post is a continuation of last week’s post dealing with the 10 ideas that all investors need to know to be a successful investor.  You can read the first post with items 1 to 5 by clicking here:  Ideas 1 to 5 to be a successful investor While the first five ideas dealt with […]

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