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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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Web

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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South Sudan Rally Sign

Socially Conscious Screening

Socially responsible investing considers both financial return and social good. Many investors object to various businesses activities, and there are money managers and funds that let them invest according to their consciences. But just how do they go about screening out objectionable things? This investing strategy has early roots in this country and dates back to 1758, […]

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What's new, pussycat?

Belling the Cat – Using research to time the markets

Sometimes even the best of ideas are only good in theory because they are impossible to implement in practice.  This holds true to the financial world as well. Academic financial research generates hundreds of research papers each year highlighting potential ways for investors to get a possible insight on the direction of the stock market.  Many […]

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The New York Stock Exchange

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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