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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Dan Crimmins

Bring Back the Bond Certificate Mentality

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I believe that it is difficult but also very helpful for investors, during challenging times like we are experiencing now in the financial markets due to Russia invading Ukraine, to focus on our future and the plan that we have developed for ourselves and our families.  I believe that remembering … [Read more...] about Bring Back the Bond Certificate Mentality

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.

The Best Way to Save for College: Stocks

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Here is an interview with Dan done by Larry Light, Senior Contributor Investing with Forbes magazine. Larry Light: How much does college cost, anyway? Dan Crimmins: According to recent data published by the College Board, the annual cost of tuition and fees for college in the US in … [Read more...] about The Best Way to Save for College: Stocks

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.

What Did We Learn About Investing in 2021?

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2020 was the year of the unprecedented, but 2021 certainly had its fair share of newsworthy events. As we entered this year, there were still many uncertainties, and it's hard to believe how different our world looks today than it did 12 months ago. This year we've witnessed history through the … [Read more...] about What Did We Learn About Investing in 2021?

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.

The 80/20 Rule – Pareto Rule

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Anyone who has studied business or economics is familiar with the power of the Pareto Principle - commonly referred to as the 80/20 Rule. What is Pareto’s 80/20 Rule: This rule deals with the universal concept about the imbalance of inputs and outputs. While it does not always come out to be … [Read more...] about The 80/20 Rule – Pareto Rule

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.

Relating Money to Life

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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 the … [Read more...] about Relating Money to Life

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.

Why I’ll Always Be Optimistic About the Market

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This post is written by David Booth - Executive Chairman and Founder of Dimensional. It’s hard to believe we’re approaching the end of the second year of this global pandemic. Despite the pain and loss endured by so many all over the world, I hope some positive changes have come from the shock … [Read more...] about Why I’ll Always Be Optimistic About the Market

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.