Top 10 items to be a successful investor

10 ideas all investors need to know to be a successful investor – #1 to #5

This post is the first of a two-part post which will deal with the 10 items that all investors need to understand in order to be a successful investor.  This post will deal with the first five ideas followed next week by the second post discussing the remaining five ideas. These ideas are grounded in […]

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between the pages

Sharing Your Life Story

Have you ever thought about writing your life story?  And if so, how would you write it? Would you start at the beginning, where you didn’t have a say in how things were done?  Where much of your story involves luck in having the right people around you making the decisions? Would you start in […]

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Euphoric Rays of Silence

Should Investors Sell After a “Correction”?

Stock prices in markets around the world fluctuated dramatically for the week ended August 27, 2015. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points— a larger loss than the “Flash Crash” in May 2010—before rallying to close down 588.  Prices fell further on Tuesday before recovering sharply on Wednesday, Thursday, and Friday. […]

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The possible merger of two large international dear companies shows how investors should focus on the long-term when dealing with emerging markets

What a Beer Merger Teaches Investors about Investing Overseas?

The recent news regarding the emerging markets has not been good. Thus, the emerging market stock performance has also not been good. The MSCI Emerging Markets Index is the index that captures large and medium size companies (834 in total) across 23 Emerging Markets countries.  For the year ending September 30, 2015, this index is down approximately 21% […]

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Top 100 Most Social Financial Advisors in the United States

We are proud to announce that Dan Crimmins of Crimmins Wealth Management have been again named among BrightScope’s Top 100 Most Social Financial Advisors in the United States. The list recognizes the top advisors with significant online influence.  Dan is one of seven New Jersey based advisors named and is listed at #85 nationwide. The […]

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Photo of Yogi Berra in his Yankee uniform

3 Essential Questions for Retirement Income Planning

What does it mean when we state that we are retirement income planners? For us it’s ensuring that all of our clients can answer the following question:  Are you going to outlive your money or is your money going to outlive you? If the answer to that question is that you are not sure (which […]

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How to Contribute to Your Grandchild's Financial Future

How to Contribute to Your Grandchild’s Financial Future

Maureen’s article in this quarter’s edition of Autumn Year’s is now available. She addresses three key strategies for contributing to your grandchild’s financial future.  The right choice depends on how much you intend to give, as well as on your grandchild’s stage of life and the goal of the financial gift. This Bergen Country NJ […]

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"Inside Out" and Your Emotional Investing

“Inside Out” and Your Emotional Investing

The new movie from Pixar “Inside Out” is a wonderful film for all ages.  The story line focuses on the many emotions that play a part in one’s life. The story focuses on the turmoil of growing up for 11 year old Riley, who is uprooted from her Midwest life when her father starts a […]

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I, Pencil – a video on the hidden benefits of free markets

This post contains a video called “I, Pencil”.  The video shows how the world that we live has evolved into the amazing place it is due to all of us working towards our own self interest.  By working  for our own self interest, we have created an incredible world where we all get to choose our […]

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2009 NFL Super Bowl 43 (XLIII)

What Investors Can Learn from NFL Point Spreads

Watching NFL football was never the same after one particular season in which my wife Maureen won the annual competition based on the friendly weekly competition to pick which football team would beat the other team by the published Las Vegas point spread. You can see these point spreads every day in the sports section. Ideally, the point […]

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