Department of the Treasury Seal

5 Things to Help Detect an IRS Scam Phone Call

The phones rings and regardless of what you are doing, you are compelled to answer it. In the last few weeks, the calls are generally telemarketer calls which have been extremely annoying.  However, it could be worse. At this time of year with taxes on everyone mind, there have been more incidents of aggressive telephone scams […]

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An elderly couple

Never Retire

I was at the gym (yes I am keeping up with my spin class) and passed by a bulletin board with the following header “NEVER RETIRE”.  This caught my attention as the prospect of never retiring is not one that is commonly stated especially as much of our concern is retirement planning.  However, when you […]

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CWM SNOWMAN Final copy

Working with Clients Focused on the Long Term

At Crimmins Wealth Management, we work with individuals to focus on their long-term goals by helping clarify what they are trying to achieve in their life.  This discussion covers the long term goals such as maintaining a lifestyle in retirement and possible legacy issues.  To drive home this message we thought what better way than with some humor. […]

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Transamerica Pyramid

Stock Market Earthquakes

My daughter Kathryn recently moved out to Berkeley CA to continue her schooling at the University of California @ Berkeley.  Within the first few days after her arrival, the San Francisco area was hit by a small earthquake.  As she grew up on the East Coast and was unfamiliar with any earthquakes (whether they were small […]

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Clock

Take this additional action when you change the clocks!

Sunday March 13th, 2016 is the official date for Daylight Saving Time. The time has come to move the clocks one hour ahead…..finally.  The feeling of spring will soon be in the air and the arrival of warm sunshine, longer days and hopefully, no more snow to shovel. With the change of the clocks, the […]

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Volatility

Perspectives on Market Volatility

Volatile markets can be stressful for investors. But volatility also can be viewed in a more positive light. Price changes show that markets are working as they quickly incorporate new information into stock prices. A sound investment philosophy can guide behavior during periods of uncertainty, just as a personal philosophy can help us deal with […]

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Mobile Lineage

How do you fill your “White Space”?

In the age of computers, tablets and smart phones, we have access to information instantaneously.  And with this access, the information overload can be addicting.  This is quite evident when you are out to dinner and the table next to you is filled with devices keeping everyone occupied. A typical American family can be – […]

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Oil well pump jacks

Oil Price Declines – What should investors do?

Investors and human beings certainly have short memories.  The recent steep decline in oil prices has car buyers and investors’ believing this decline is a long-term phenomenon.  It seems that we’ve all forgotten that the oil and real estate sectors follow boom and bust cycles.  A trip down my personal memory lane will bring perspective […]

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Slow and Steady Wins the Race

Slow and Steady Wins the Race

Dan Crimmins, Independent Financial Advisor for Crimmins Wealth Management, sits down with Asset TV to talk about assuaging his clients’ fears from a behavioral standpoint, and how a patient approach can help guide even the most reactionary client through economic rough patches. The 6 minute interview was conducted by Courtney Woodworth, a program anchor and producer […]

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Be not afraid. Investors need to overcome the daily warnings of danger to secure their desired future.

Be Not Afraid!

It’s been said that the most common phrase in the Bible is “be not afraid” or “fear not”. Have you noticed that you cannot get through a nightly news broadcast without one of the newscasters using either the word “danger” or “dangerous”? Whether it is the dangers associated with a pending snowstorm or the new danger […]

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