Roots of Wealth

Roots of Wealth Blog with Dan and Maureen Crimmins

Welcome to Roots of Wealth. A financial blog focusing on life, planning, and interesting information worthy of sharing with you.
Roots of Wealth is proudly managed by Crimmins Wealth Management Located in Ramsey, NJ.
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Investment Lessons Learned in 2020

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Well, what an interesting year this has been.  You know it is not a good year when the year itself has become a punch phrase for negativity - as in, "that is so 2020".   The combination of the coronavirus hitting both our physical health as well as our financial health added to the stress all of us … [Read more...] about Investment Lessons Learned in 2020

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

For the Love of Golf

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Did you know there are 6 different types of golf courses? Or that sandy soil is ideal for a golf course because it drains well and keeps the ground firm. How about the fact that Augusta National is the most famous parkland course? Read the article below to find out all 6 types of golf courses along … [Read more...] about For the Love of Golf

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Beginnings and Endings

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There is a natural progression for most things in life where there is a beginning and an ending.  Most phases or experiences usually have a distinct starting point and a final finish.  This also occurs with aging as the early years are categorized as infant, toddler, preschooler and so on with each … [Read more...] about Beginnings and Endings

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Video: Investment Lessons from the COVID Crisis

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There will always be uncertainty about the future. However, investors that have done the best are the ones who had an investment plan and stuck with it. … [Read more...] about Video: Investment Lessons from the COVID Crisis

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

“Average” Stock Market Returns

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Most investors when they start to invest are informed about the historic returns for the U.S. stock market.  They are amazed that long-term investors have been rewarded with such strong performance - a nearly 10% annual return. Stock shares represent ownership in the company in which investors … [Read more...] about “Average” Stock Market Returns

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Auto or Homeowners Insurance Premiums Increasing? Check This

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Has your automobile or homeowner’s insurance premium risen substantially even though you haven’t had any claims or received any tickets for driving infractions? The cause could be an error in your C.L.U.E. report. The report database is called C.L.U.E. (Comprehensive Loss Underwriting … [Read more...] about Auto or Homeowners Insurance Premiums Increasing? Check This

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.