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 [...]
Archive | Behavioral Factors in Investing RSS feed for this section
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 [...]
Language Barrier – Soon to be – What Language Barrier?
My weakest subject in school was always Spanish. Having gone to Chaminade High School on Long Island, I was required to take 4 years of the subject during that time. I dreaded it all four years. I can still feel the pain and being called on to read out loud in class and then totally butchering [...]
Crisis Du Jour – What to do about Cyprus?
If you have been watching or reading the news lately, you have heard about the small country of Cyprus and its debt problems. Before last week, most of us couldn’t have picked out the Mediterranean island on a global map. However, it seems that the media can not help but turn all daily news into [...]
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 [...]
The Cost of Fear: Reduced Investment Returns
This is a guest post from Sheldon McFarland,VP, Portfolio Strategy and Research with our partner Loring Ward. He addresses why investor behavior is often at times at odds with their long term interests. What are you worrying about today? If you are an investor, you’ve had plenty of choices recently: Congressional Stalemate, troubles in the Euro [...]
Predictions of Uncertainty
This is a guest post from Joni Clark who is the Chief Investment Officer at our partner, Loring Ward. What is the stock market going to do over the next year? And how about the economy? Wouldn’t it be great to know in advance? At the end of every year, Wall Street prognosticators look into their crystal [...]
2012: The Year Pessimism Got Skunked….Again
This guest post is written by our friend, Nick Murray who was the recipient of the Malcolm S. Forbes Public Awareness Award for Excellence in Advancing Financial Understanding. This client letter details the continuous struggle that pessimism has on people’s investment habits and asks that we take another look at 2012 to learn some valuable market lessons. The election. The fiscal [...]
It’s the End of the World…Again
This week’s post was written by Dan Hoeck who works for our partner Loring Ward as a Senior Portfolio Analyst in Portfolio Research. He writes about the never ending people who have predicted the End of the World in their lifetimes. Once again, we are facing the impending threat of the end of the world. [...]
Not the Traditional David Letterman “Top Ten” List
This guest post is written by Jim Parker who works for our partner Dimensional Fund Advisors (DFA) in Australia. Jim has created a Top 10 list of excuses that we have all fallen victim to at some point while investing. Unfortunately, this list is not as funny as David’s nightly list, but should be informative. [...]
Get Free Updates!
Enter your email address to sign up for free updates from Roots of Wealth and build a strong financial foundation! (we respect your privacy)
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.
