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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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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Time and Planning

Most of us live for the time that lies right ahead of us.  A few days, weeks, years.  One of the most painful moments in a person’s life probably comes with the insight that an age has been reached when there is more to look back on than ahead.  And when time no longer lies […]

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Catchphrase Investing

The financial media is drawn to catchphrases, acronyms, and buzzwords that can be sold as the new thing. FAANG (Facebook, Apple, Amazon, Netflix, and Google) is the latest of these. But does this constitute an investment strategy?   For journalists, commentators, and marketers, acronyms like FAANG are useful. They fit easily into headlines and they […]

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To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and […]

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Merry Christmas and Happy Holidays!

  ‘Twas the night before Christmas in the Crimmins’ house Not a creature was stirring, not even a mouse; The stockings were hung by the chimney with care, In hopes that St. Nicholas would  soon be there; The girls were all hanging out in their beds, With iPods loudly playing music in their heads. And all […]

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Be Happy You’re Alive Now

We have written a number of posts about the need to view our future with optimism.  Frankly, it is a requirement to own shares in the great companies of the world known as stocks. This post attempts to provide a reality check against the ever-present negativity in the news with an understanding of the blessings […]

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Relating Money to Life

A common question that we get from people after telling them that we own our own financial planning firm is: What do you ask clients at the first meeting? When we first sit down with a new prospect, we try to determine how they visualize their own future. Importantly, we try to parse out in […]

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The Future of Global Trade – Update

In August 2016, we wrote a blog post entitled “The future of global trade” and it discussed how the outlook for global trade was bright.  We discussed that the $5 billion investment spent on expanding and modernizing the Panama Canal was completed on June 26, 2016 after 9 years of construction. The expansion was necessary in order […]

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Happy Thanksgiving 2017

Do you ever wish you can go back in time?  Not to change the way things turned out or make different choices, but to experience the wonderful memories that you have of a time and a place. This Thanksgiving we are doing just that.  For a number of years we celebrated Thanksgiving at our vacation […]

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Determine Your Cost Basis When Selling Your Home

Buying a house is an important step in your life. Typically you buy a house and then make it your home.  The specific details were chosen by you and the changes and improvements which were made over the years have made this home uniquely yours.  Selling a home that you have lived in for many […]

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