Archive | Behavioral Factors in Investing RSS feed for this section
His Annual Letter - 2013

Summary of Buffett’s Newsletter

Warren Buffett has understandably been considered one of the best investors of all time. Yearly, he writes a letter to his shareholders concerning his firm – Berkshire Hathaway, Inc. Our clients all own his company, as it is one of the largest companies in the U.S. and thus, is held in the Large Company U.S. […]

Read full story Comments { 0 }
Just like the little black dress, certain styles never go out of fashion like sound financial planning

Fashion & Investing – The Little Black Dress

As every woman knows, the key to building a wardrobe starts with the essentials – the tailored white shirt, slacks, a good pair of jeans and, of course, the little black dress. And obviously, you will need the correct shoes to go with all those outfits. With the beginning of each new season, the fashion industry […]

Read full story Comments { 0 }
photo of the U.S.A. flag

What should investors do concerning Ukraine?

What should investors do concerning the situation in the Ukraine?  That depends.  What does the current crisis in the Ukraine have to do with your ability to provide income for you and your spouse for the rest of your lives? We understand the difficulties that our clients and others have trying to stay focused on the […]

Read full story Comments { 0 }

The Devil Wears Nada

March 6, 2014 Written by Jim Parker of Dimensional Fund Advisors (DFA) for his Outside the Flags column.  He is a Vice President for DFA Australia.   Crimmins Wealth Management, LLC is fee-only N.J. DFA financial advisor.  The global fashion industry is fickle by nature, pushing and then pulling trends to keep hapless consumers forever […]

Read full story Comments { 1 }

Reasons to Hire a Financial Advisor

My family and I do not go camping (not a surprise to anyone who knows me).  However, we have started to hike with our dog,  Taxi, in the nearby Ramapo Mountains on weekends.  On a recent hike, I was reminded of the story regarding human nature and hikers. If you have ever hiked in dense […]

Read full story Comments { 0 }
Investing is not looking for a golden ticket in a chocolate bar.

The Golden Ticket Trap

This is a guest post written by Jim Parker – Vice President of our partner, Dimensional Fund Advisors (DFA).  He reminds us of one of Maureen’s favorite movie’s – Willy Wonka and the Chocolate Factory and what the storyline can teach us about investing.   In a popular children’s story, the young hero pins all […]

Read full story Comments { 0 }
Commercial airplane

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 }

Stay disciplined with your plan

After a successful investment year has just passed, I wanted to remind everyone that every year will not be so strong.  In fact, nearly 30% of the time historically the U.S. stock market has declined for the calendar year. So while the “oceans are calm”, I wanted to remind everyone to start their preparations for […]

Read full story Comments { 0 }
Even during military operations, the US stock market advanced. Investment behavior will be key to capture returns.

Investor Behavior Gap

We have a hard time believing that our own actions could be the cause of our investment returns being less than they should be.  I was investing my own 401 (k) assets while working at Chase Manhattan Bank in early 1991.  The news of the day was the imminent attack by the U.S. on Iraq […]

Read full story Comments { 0 }
DFA addresses bonds, fixed income and interest rates.

Rate Expectations

This is a guest post from Jim Parker VP with our partner – Dimensional Fund Advisors (DFA) in Australia.  As we enter 2014, he discusses a common theme that has been around for several years – the perceived  immediate rise of interest rates.  He also discusses a view on what the potential rise in rates […]

Read full story Comments { 0 }