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 […]

Read full story Comments { 0 }
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 […]

Read full story Comments { 0 }
Not let fears stop you from investing properly

Fearing the Worst

As most people know, Steve Jobs was the founder and brains behind the Apple computers and endured a long battle with pancreatic cancer.  The following is a Steve Jobs quote spoken towards the end of his battle: Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the […]

Read full story Comments { 0 }
Clock

Take this additional action when you change the clocks!

Sunday March 8th, 2015 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.  It has been a long, cold white […]

Read full story Comments { 0 }
Rosie Pope

Thrive! and Rosie Pope

When we first moved to New Jersey in March of 1991, I did not know anyone who lived in the area. All of my friends and family lived in New York City and Long Island. To make matters a little bit more difficult, I had a three year old and I was expecting my second […]

Read full story Comments { 0 }
Billy Joel at Madison Square Garden

We Didn’t Start the Fire

Maureen and I were able to attend the on-going concert series with Billy Joel at Madison Square Garden in NYC with our friends.  Billy has been playing once a month at MSG for over a year and will continue to perform as long as the shows continue to sell-out.  It will probably be awhile if […]

Read full story Comments { 1 }
Just starting

Investors and the Marshmallow Test

Have you heard of the marshmallow test given to small children? The test is used to determine children’s patience and the overall impact that patience may 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 […]

Read full story Comments { 1 }
DSC_0010

Has anybody here seen my old friend Harry?

Has anybody here seen my old friend Harry? He’s right here. As I am writing this, I am sad. Not a little sad, as in I am having a bad day, but overwhelmingly sad to say goodbye to my father. I have written in the past about the journey of saying goodbye to a parent, […]

Read full story Comments { 0 }
between-you-and-the-big-mistake (2)

Between You and the Big Mistake

I remember when I was young and I loved school.  So much so that I would play school at home, pretending to have homework assignments, story time and of course recess.  I was quite fanatical about keeping all of my notebooks neat and organized.  I preferred writing with pencils because it you made a mistake, […]

Read full story Comments { 0 }
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 […]

Read full story Comments { 0 }