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 […]

Read full story Comments { 1 }
<small><a rel="nofollow" style="text-decoration: none;" href="http://wpinject.com/" title="Image inserted by the ImageInject WordPress plugin">Photo</a> by <a href="http://www.flickr.com/photos/82538566@N00/7589120912" target="_blank">jimbowen0306</a> <a rel="nofollow" href="http://creativecommons.org/licenses/by/2.0/" target="_blank" title="Attribution License"><img src="http://www.rootsofwealth.com/wp-content/plugins/wp-inject/images/cc.png" /></a></small>

Research Integrity: DFA Video

It’s amazing what you can accomplish when you do not care who gets the credit. Harry Truman Why is credit (the receiving of it) important? Even if it is your idea, would you rather be right, or get the idea implemented?  How much do you value your pride? Fortunately, at our investment partner Dimensional Fund Advisors (DFA), the […]

Read full story Comments { 0 }
<small><a rel="nofollow" style="text-decoration: none;" href="http://wpinject.com/" title="Image inserted by the ImageInject WordPress plugin">Photo</a> by <a href="http://www.flickr.com/photos/14529688@N08/5599532294" target="_blank">Ken_Mayer</a> <a rel="nofollow" href="http://creativecommons.org/licenses/by/2.0/" target="_blank" title="Attribution License"><img src="http://www.rootsofwealth.com/wp-content/plugins/wp-inject/images/cc.png" /></a></small>

How Do I Determine If a Trust is Right for Me?

Is a Will sufficient for your estate, or should you consider a trust? Before addressing this question, let’s review trusts and what they do. A trust transfers the legal title to property to a trustee, who manages the assets of that trust during your lifetime (if it is a living trust) and distributes or manages […]

Read full story Comments { 0 }
One of hundreds of planes in the air

Reason for Optimism: World Air Plane Traffic

This post is a video which highlights the tremendous growth that the global community has experienced and will continue to experience from modern air travel.  I am the first to complain about the TSA and the shoe removal process at airports, but from the aspect of global trade,  modern transportation has had and will continue to have […]

Read full story Comments { 0 }
Coins Forming US Flag

Planning Your Financial Independence Day

As we celebrate our Great Country’s Birthday this weekend, I wanted to discuss how we can all plan for our own financial independence usings the following seven steps. 7 Key Steps to Financial Independence Most people say they plan for retirement, but they are really planning for financial independence. The day you achieve financial independence […]

Read full story Comments { 0 }
Dangerous to eat

Forced to be Patient – maybe a cure for investors!

Maureen and I were lucky enough to celebrate our 30th wedding anniversary in the island nation of Jamaica.  It was our first visit to the tropical island and we enjoyed the beautiful landscape and friendly Jamaicans. One of the excursions that we enjoyed was visiting the Mayfield Falls which requires a treacherous drive up a mountain. Thankfully […]

Read full story Comments { 0 }
ADVISOR

#4 in the Top 20 National Advisor Blogs

“A little recognition goes a long way.” We started writing this financial blog in 2012 with the hopes to educate and entertain the readers on financial issues and how they pertain to everyday life.  When we first began, we were certain that we were writing for a few family and friends (or so it seemed).  […]

Read full story Comments { 0 }
Thumper-1

Say Something Nice!

If you can’t say something nice, don’t say nothing at all                                                             From the movie  Bambi Growing up this phrase was repeated many times, at home, in the […]

Read full story Comments { 0 }
Spotify HQ

Commerce in an Internet Minute

While we all use the internet for our daily lives, the grand scale of human activity which occurs on the internet each day is hard to comprehend.  The graph highlights what happens in an “internet minute” in 2016.  The pace will only grow in the coming decades.   Several items to note:  Several of these companies […]

Read full story Comments { 0 }
The Value of Advice - DFA Video

The Value of Advice – DFA Video

I have always been fascinated by the concept of fingerprints and the fact that no two human fingerprints are the same.  Even identical twins have different imprints.  This gives validity to the fact that we are different and have different needs and wants.  There are differences – sometimes subtle – and other times not so subtle. […]

Read full story Comments { 0 }
Find Hope and Joy!

Find Hope and Joy!

It’s graduation season and there are some wonderful commencement speakers who have interesting insight and advice for those who are graduating.  I always enjoy reading or listening to the many varied points of view and advice for those achieving this milestone in their lives. Many times the speeches are aimed for those in transition – leaving […]

Read full story Comments { 0 }