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 Certainty Principle

We live in a culture that is filled with information at our fingertips…literally. And we expect to be able to ascertain exactly what we should do with this given information. But are we sure? The path should be obvious with the media informing us their opinions on the market and when the appropriate time is […]

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Invest…Like a Girl!

What does it mean to do something “like a girl”? There is a new ad campaign that addresses this question. And in the past, the statement made it seem like doing something “like a girl” is a bad thing. Click here for the ad: Like A Girl As most of you already know, our household is […]

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Why Dimensional Fund Advisors (DFA)?

People generally ask us once they know that we are an approved advisor of Dimensional Fund Advisors (DFA) funds a very simple question: Why DFA? I often describe how my quest to provide the best investment options for my clients was the result of many years of studying in academics and working in the business world. From this research, […]

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Photo of the Arthur Ashe statute at US Open Tennis

Why Invest in International Companies?

We were fortunate enough to attend the US Open Tennis Championship in Queens, NY over the Labor Day weekend. It is one of the more enjoyable sporting events due to the ability to choose between multiple matches on several courts. As I had not  been to the U.S. Open  championship for a few years, I noticed […]

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Do You Have an Estate Plan? Here’s Why You Should

When people hear the phrase “estate plan”, they think that it is just for the very wealthy or elderly. But, it is not. Estate planning puts you in greater control of the financial and healthcare decisions that directly affect the lives of you and your family. An estate plan allows you to protect the assets that […]

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Feeling Unprepared for Retirement?

How can you go from feeling so certain that you are prepared, to feeling a bit panicked that you must have missed something? The week that I have been preparing for has finally arrived.  The big drop off at college for my youngest daughter Elizabeth.  The lists have been completed and I am confident that […]

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How the Washing Machine Changed the World

This video post deals with the ever-improving world as told in a TED talk by Hans Rosling.  Hans discusses his personal experience of his family purchasing a washing machine and the immediate improvement to the lives of his mother and him. He discusses how these improvements unleashed the women of the world allowing them the free […]

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Top 10 Oldest Company Logos in the World

I was recently at a new restaurant for dinner with Maureen. After dinner, I decided to have tea with my dessert. The waiter asked if ‘Twinings Tea’ would be fine. I inquired if it was any good and he stated it was excellent. To my surprise having never had Twinings Tea before, it was not only […]

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Fears Learned in Our Youth

We had a problem, like so many others out in suburbia, with various animals like squirrels getting into our garbage cans. They would eat through the covers and even after we built a wooden structure to house the garbage cans, they ate through that structure as well. After trying various things to prevent this from […]

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National Financial Advisor Week in New York Times Square

National Financial Advisor Week (NFAW) is an inaugural event that will be held from September Sept. 15th to the 19th in Times Square in New York City. The event which is hosted by Advice IQ will celebrate the work of financial advisors and promote the necessity of each American household having a financial advisor.  It will […]

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