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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Rattlesnake Bonds – Listen for the rattle

I was watching the National Geographic Channel and they were discussing the rattlesnake.  It seems that over the course of millions of years of evolution that the rattlesnake has developed an interesting feature.  Most of the time before striking and biting someone, the snake will signal with their distinctive calling card – the rattling tail.  […]

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What is your part to play?

Maureen and I were late to the game with the hit TV show “Downton Abbey”  This British drama series follows the lives of the Crawley family and its servants in the family’s Edwardian country house. The series begins with the 1912 sinking of the Titanic, which leaves Downton Abbey’s future in jeopardy. The highly acclaimed […]

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Happy Independence Day!

Today is Independence Day – the celebration of our country’s birthday!  Our Declaration of Independence was a historical moment and one that is cherished and celebrated with picnics, barbeques, fireworks, hot dogs and apple pie! It is a great day to wear red, white and blue and to proudly wave the American flag. What does it […]

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Come On Get Happy!

My favorite cartoon character when I was young was Snoopy. So much so that my bedroom was filled with Snoopy. Snoopy dolls, Snoopy quotes and even Snoopy curtains. I even learned how to draw Snoopy on top of his dog house and spent many hours in art class perfecting this skill. And my favorite quotes […]

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Advisors as Money Detectives

A financial advisor’s job is like a detective’s. We probe to see whether your financial assumptions are correct. We want to find the truth beneath the assumptions and document clutter. Sometimes, our digging uncovers dangerous imbalances in your financial picture. Once we discover these errors, we can help correct them. Here are two examples of […]

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The Lucky Couch

The news can be difficult to watch but occasionally you come across a story that reinforces the good qualities in people that make you smile. Just recently a bunch of college students picked up a couch at the local Salvation Army store.  They noticed that the couch was a bit bumpy in one area and were […]

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Doing Well and Doing Good?

Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with their investment goals and, if so, how. As global citizens, individuals can express their political preferences around sustainability through the ballot box. As investors, they also can express their preferences […]

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Happy Graduation….and Wear Sunscreen!

It’s graduation season and with the college graduations, come the speeches.  Some will be good.  Some will be bad.  And some others will be remembered for a long time. One such graduation speech was actually written – not given- in the Chicago Tribune by columnist Mary Schmich in June 1997. It was an exercise in […]

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Investing Like a Bee

What can a hive teach us about playing the market? Plenty, if you know where to look for industriousness, dedication and a clear message delivery. First, I hate bees. I’m highly allergic and after a life-threatening sting sent me to the hospital, I have endured shots for the past eight years to insure that I […]

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What the 1940 Census Reveals about Rising Costs

I recently wrote a piece describing how I had taken one of DNA test to confirm my Irish heritage.  You can read that blog post here:  Irish confirmed. In that piece I described how after taking the test and getting my results that I was contacted by a distant cousin who gave me my Crimmins […]

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