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Love Yellow

Patient Trading – DFA Video

We have discussed the many reasons on why we use the mutual fund company Dimensional Fund Advisors (DFA) for our clients and ourselves. (See this post for other reasons:  Why DFA) One of the hidden advantages is how they trade their portfolios both for their stock portfolios and bond (fixed income) portfolios.  They manage the portfolios […]

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mavic_

Selling of Louisville Slugger

Well the baseball season is finally underway.  And the Crimmins household is hoping the New York Mets finally break their long cycle of losing on the backs of their young pitching staff.  It’s been a while since Maureen and I attended game seven of the 1986 World Series to see our beloved Mets win the […]

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Carla Carpenter Retirement Party

Webinar and Seminar from Crimmins Wealth Management

In order to promote and educate people on various financial topics and concerns as well as highlight our own services as a fee-only financial advisor, we are offering a couple of events in the next couple of months. To hopefully reach others in need, we are planning a couple of educational events and want to extend an invitation […]

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No. 30; American view of Africa from 1839

The Lightly Reported African story

The economic growth from the continent of Africa will be the big news over the next two decades. Unfortunately, last year the Ebola epidemic on the western side of Africa and terrorism in Nigeria and other parts of Africa continuing this year have dominated the news. While tragic, as is typical with the news cycles, these tragedies dominated […]

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Berkshire Hathaway 2009

Berkshire Beyond Buffett – Book Review

Last year, Maureen and I took steps to ensure that our clients would be cared for in the unlikely event that we were disabled or died in a common disaster.  We engaged in a Contingency Agreement with another advisor who would be able to step-in if this unfortunate event ever did occur.  This threat is not […]

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Personal Income Taxes Ver7

Benefits of Tax managed funds

No one likes to pay taxes.   But for some investors they want to do all they can to reduce their income tax burden.   It has often been stated there are only two things certain in life: death and taxes. Investors are subjected to two forms of taxes.  They pay taxes for bond dividend income received […]

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Our Investment Philosophy

It’s important to have an investment philosophy just like it’s important to have your own personal philosophy – one you can stick with through time. We at Crimmins Wealth Management have an investment philosophy that we follow. Here it is: We use a highly diversified investment strategy which is derived from decades of academic research […]

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6

Living with Volatility, Again

Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us more harm than good. There are a number of tidy-sounding theories […]

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Two Investing Lessons from the U.K.

The following video is by Sensible Investing.TV based in the United Kingdom.  The video addresses two key lessons learned from academic investing research according to Professor Jens Hagendorff  from the University of Edinburgh.  The first lesson is that it pays to have a diversified portfolio, not only in asset classes but in geography (meaning investing in […]

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first place

Last Year’s Stock Market Winner

The large publicly owned U.S. companies earned 1st place among the asset classes with excellent returns for 2014, as indicated by the S&P 500 index.  The S&P index tracks the largest U.S. companies traded on the New York Stock Exchange. The index rose 11.39% for the year, and the total return with reinvested dividends was […]

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