Roots of Wealth

Welcome to Roots of Wealth!

We are here to help ease your retirement worries and allow you to focus on the things that matter to you.  We all tend to worry about different things in life. Whether it is about health, work, family or a relationship, taking the worry out of life seems impossible. Planning for your retirement should not […]

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Donate Books for Soldiers

Our house clean up continues.  We were faced with hundreds of books read and collected over 2 decades that have piled up in various closets and dresser drawers.  After inundating our local public library with boxes of books, my daughter Elizabeth came up with a better idea. Unbeknownst to Maureen and I, there is a […]

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“I hope you have enough”

Recently I received a letter in the mail from a charity organization.  The letter was signed with “I hope you have enough”.  This was a unique and thought-provoking way to sign a letter.  And what is actually “enough”? When we plan for the future and retirement, we are planning to ensure that you have “enough” […]

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Take this additional action when you change your clocks!

Sunday March 11th, 2018 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 and longer days. With the change of the clocks, the customary change of your smoke detector batteries […]

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You Have to Give it Time

You have to give it time.  It’s only been a couple of days. Generally I’m on the receiving end of this advice.  However, recently my wife Maureen came down with the very persistent head cold.  After trying to battle it herself for several weeks, she reluctantly headed to the doctor. Her doctor prescribed her a […]

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CWM SNOWMAN Final copy

Working with Clients Focused on the Long Term

At Crimmins Wealth Management, we work with individuals by helping them clarify what they are trying to achieve in their life.  This discussion usually results in uncovering long term goals such as maintaining a lifestyle in retirement and possible legacy issues.  To drive home this message of the need to focus on the long term when […]

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Performance of the S&P 500 Index - 1990-2017

Recent Market Volatility

After a period of relative unusual calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. Last year US stock markets experienced the least volatile year on record, hitting new highs seemingly every day. However, from February 1–5, the U.S. market (as measured […]

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Is Now a Good Time to be Invested?

New Year, New Market Highs Throughout 2017, the S&P 500 Index recorded 62 new closing highs in 251 days of trading. In the first three weeks of January 2018 alone, the index crossed 10 new record closing highs in 13 days of trading before giving back all of the gains in a couple of trading […]

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Irish Confirmed

I felt the need to confirm the obvious. I took a DNA test to confirm that I am mostly Irish.  Unlike the commercial advertising this DNA product, I was not surprised.  The report showed that I am 93% Irish with the next highest ethic percentage Finnish at 3%. However, I was surprised that my information […]

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2017 World Stock Performance

2017 Stock Market Review

The farther back you can look, the farther forward you are likely to see. —Winston Churchill As we review the incredible stock market performance of 2017, it is important to review our philosophy of advice – that successful investing is goal-focused and planning-driven, instead of market-focused and performance-driven. Another way of saying this is that the really successful […]

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Photo by Captain Chim

Sunshine Here I Come

The holidays are over and the New Year has begun.  This time of year can be difficult for many of us as the cold and snow cause an overwhelming feeling to hibernate.  There are a minority of people who embrace the winter days and nights with excitement and enthusiasm, from skiing and sledding to cozy […]

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