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 [...]
United States farming revolution: the untold story
Even in children’s comic books, bad news sells. That’s what I thought when Maureen and I were watching Spiderman on Broadway recently. For those unfamiliar with the story of Spiderman, a quick recap. When Peter Parker is accidentally bitten by a genetically engineered spider, Peter ends up having the characteristics of a spider – in that [...]
Running to Stand Still
This is a guest post from Jim Parker a Vice President at our partner DFA. The post deals with the intriguing notion that one could have the ability of timing when you should invest in the stock market also known as tactical asset allocation – or as I call it market timing. Trying to correctly time [...]
Transitions – Happy Mother’s Day
We all have a number of transitions in our life, and some are more difficult than others. The definition of transition is a passage from one state, stage, subject, or place to another. The difficulty of understanding this noun is not in the meaning but in the act. What makes some transitions even more [...]
The Benefits of Voluntary Benefits Coverage
The following is a guest post from Meg Tarris who works with her husband, Greg and her son, Alex. We have spent our careers advising clients (both corporate and individual), about their investments and finances. In recent years, we began hearing again and again many similar stories of financial hardship as a result of [...]
Protect Yourself from the High Cost of Living Increases
Graduation is upon us and I am having a difficult time with the reality that my daughter Julianne is graduating from college this month. I am proud to say that she is graduating from Notre Dame with a business degree, is planning the next stage of her life and looking forward to a new job [...]
Science fiction no more – 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 [...]
Investors and the Marshmallow Test
Many of us have heard of the marshmallow test given to small children to determine their patience and the overall impact that patience would have on their lives. How does that relate to us as investors? Quite a bit – it turns out. The marshmallow test, as it was later referred, was conducted by a [...]
The Dow Hits a New High! A Light at the End of the Tunnel?
This guest post is from Joni Clark, the Chief Investment Officer at our partner, Loring Ward. She addresses the recent headlines to determine if they are in fact newsworthy. On March 5, the Dow Jones Industrial Index rose to a new record high of 14,254, a level not seen since October of 2007. The milestone [...]
The “Idiot-Maker” Rally
As newspaper headlines now scream forth with stories and statements that the stock market has reached levels above the previous highs set before the great recession of 2008-2009, I think back to what investors had to endure to have remained invested during this time. For numerous “experts” have been warning investors that the rally from [...]
Financial Planning Lessons Learned in My Youth: The Candy Man
I started delivering newspapers as a paperboy for the ‘Long Island Press’ when I was about 10 years old as discussed in the last post. I generally collected about 10 cents per home as a tip. The newspaper route, as well as other small jobs such as setting up for the local bingo for $2 [...]
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About Dan & Maureen
Dan and Maureen founded Crimmins Wealth Management, a fee-only independent financial advisory firm, to work with individuals and their families to help clarify and plan for their futures by helping them relate money to their lives.
