Trails of water

Cause and Effect of the Markets?

Causation is the relationship of cause and effect. We live in a world where we want to believe that most things have a cause and effect and we are always searching for the absolute understanding of why things occur. Do we do this to simplify the reasoning behind why things occur? or Is it that […]

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Warwick Castle

Be Happy You’re Alive Now

We have written a number of posts on focusing on the future with optimism. We have discussed the incredible American farming evolution in a past post (). This post attempts to provide a reality check against the ever-present negativity in the news with an understanding of the blessings that we all have living in the […]

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Social Media apps

We Ranked in Top 100 Most Social Financial Advisors in the US

BrightScope recently ranked the top 100 Most Social Financial advisors in the United States for 2013 and our site – Roots of Wealth and Dan Crimmins – were ranked at number 33.  We would like to thank our readers for helping us achieve this honor in the short two years that we have been writing. BrightScope is […]

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Top 10 Greatest Investment Hits

Top 10 Greatest Investing List – 6 to 10

The post was written by Brad Steiman who is a Director with our partner Dimensional Fund Advisors (DFA) in Canada.  Although it was written in 2012, it has the makings of an evergreen piece for all long term investors.  This post will have the last 5 of the top 10.  The first 5 hits can be […]

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Top 10 Greatest Investing Hits – 1 to 5

This post was written by Brad Steiman, a Director with our partner Dimensional Fund Advisors (DFA) in Canada. Although it was written in 2012, it has the makings of an evergreen piece for all long term investors. He discusses the relationship between investors and their financial advisors. This post will have the first 5 of the […]

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Trustee over Social Security Family member Social Security Payments

Help for Representative Payees of Government Benefits

According to the AARP Caregiving Resource Center, there are 42 million people age 50+ in the U.S. who are caring for their parents or another older person.  We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked to do this yet, you […]

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Happy Mother’s Day!

I can remember my very first Mother’s Day.  The year was 1989 and my daughter Katie (now called Kathryn) was ten months old.  I spent the day with her on the playground and Dan had purchased me a dozen red roses. I remember thinking that I needed no presents, as surely she was the greatest […]

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NYTimes Chocolate Chip Cookies

The “Perfect” Financial Plan

Baking chocolate chip cookies is one of my favorite things to do and I have become an expert at it! I have been making the same cookies for the past forty years and the recipe has stayed the same. I have taught my daughters how to make these delicious cookies, but for some reason when […]

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Managing Money for aging parents under a revocable living trust

Help for Trustees Under a Revocable Living Trust

We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked yet,  you are likely to be asked to assist in the future. To help someone in this “financial caregiver” role, the federal Consumer Financial Protection Bureau has published four guides titled “Managing Someone […]

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