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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Going Global: A Look at Public Company Listings

Trivia Pursuit Time: how many stocks make up the Wilshire 5000 Total Market Index (a widely used benchmark for the US equity market)? While the logical guess might be 5,000, as of December 31, 2016, the index actually contained around 3,600 names. In fact, the last time this index contained 5,000 or more companies was […]

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Dan Crimmins Named on Investopedia 100 List of Influential Financial Advisors

Investopedia, an online source of trusted financial information and services, announced on June 27, 2017 their inaugural INVESTOPEDIA 100, a ranking of the top 100 influential financial advisors based on social, digital and event clout.  We are proud to announce that Dan Crimmins of Crimmins Wealth Management LLC was on their list. Investopedia – powered […]

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Planning Your Financial Independence Day

7 Steps To Plan Your Financial Independence Day

Plan your Way to Financial Freedom Most people say they plan for retirement, but they are really planning for financial independence. The day you achieve financial independence is a great day – you have accumulated enough wealth to not have to work again, and will be able to retire whenever you choose. (We use the […]

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Happy Independence Day!

Happy Independence Day!

Independence Day is 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 mean to […]

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Summer is for Reading

One of the best things about the summer is the ability to get lost in a good book. Whether you spend your time at the beach or the lake, the time for sun, relaxation and a great book to read is upon us. It brings back fond memories of the library reading club which I […]

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Dan at St. James Gate Brewery Guinness Tour

Guinness – One Great Beer and International Company

The world continues to shrink. Maureen and I had the opportunity earlier this year to visit our youngest daughter Elizabeth while she was studying abroad in Dublin, Ireland. We discussed the incredible opportunities that are afforded to college students in the United States. It seems like it is now part of college experience to be able […]

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Photo by The Cajun Boy

NFL Draft and Selecting Individual Stocks

Last month, the annual ritual of the National Football League (NFL) took place.  It was the NFL’s draft where each NFL team selects college players for their respective teams. Each team has scores of personnel that evaluate each of these players and their specific strengths and weaknesses. They watch the college team game tapes; they have […]

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The Decisions We Make

Every day begins with the task of decision-making. Some are such small and insignificant decisions, such as getting up early to go to the gym or what to wear to work. These decisions have minor consequences, while other decisions are more difficult to make and have long-lasting results. As I reflect on my life, there […]

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Statue of Liberty

Celebrate Memorial Day by Honoring the Fallen Military

Memorial Day is the official start of the summer season and usually includes a barbecue and the opening of the swimming pool! But the main celebration of Memorial Day is to take time to remember those who gave the ultimate sacrifice in defense of our nation while serving in the military. And there are some charities that work hard all […]

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Uncertainty and the Market

Doubt is not a pleasant condition, but certainty is an absurd one.—Voltaire “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable condition of existence. As individuals, […]

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