The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down. The Chinese philosophy of Taoism has a phrase for this: “wei wu-wei.” In English, […]
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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 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 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 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 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 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 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 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 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 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 Tao of Wealth Management
Highs and Lows and How to React
The smoother things go, the more you take things for granted. It seems that if things were always positive, you might not realize that you need to take a moment and appreciate what you have. When one of my daughters were in the fifth grade, she was having one of those years where everything seemed […]
Mind Over Model
Checking the weather? Guess what—you’re using a model. While models can be useful for gaining insights that can help us make good decisions, they are inherently incomplete simplifications of reality. In investing, factor models have been a frequent topic of discussion. Lately , they are often marketed as smart beta strategies. These products are based […]
Overcoming fear of stocks
Sometimes it doesn’t take much for one to overcome fear. Many investors are still fearful of owning pieces of the great companies in U.S. and around the world known as stocks. Although the evidence is more than compelling that only a diversified portfolio invested for the long-term will supply investors with the appropriate returns necessary […]
You Have to Give it Time
You have to give it time. It’s only been a couple of days. Generally I’m on the receiving end of this advice. However, recently my wife Maureen came down with the very persistent head cold. After trying to battle it herself for several weeks, she reluctantly headed to the doctor. Her doctor prescribed her a […]
Working with Clients Focused on the Long Term
At Crimmins Wealth Management, we work with individuals by helping them clarify what they are trying to achieve in their life. This discussion usually results in uncovering long term goals such as maintaining a lifestyle in retirement and possible legacy issues. To drive home this message of the need to focus on the long term when […]
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 […]
The Uncommon Average
I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated. —David Booth – Co-CEO and co-founder of Dimensional Fund Advisor (DFA) The U.S. stock market has delivered an average annual return of around 10% since 1926.[1] But short-term results may vary, and […]
Lessons for the Next Crisis
It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major crisis-related events […]
There is Always a Reason to Sell…Unless You Want to Achieve Your Goals
This is a guest post written by our friend William G. Chettle who is a Vice President with our partner Loring Ward. The problem with good advice is that it tends to be boring, especially when it comes to your portfolio. This is a good thing. For investors, excitement can be your worst enemy. Excitement generates […]
About Dan & Maureen
Dan and Maureen founded Crimmins Wealth Management, a fee-only independent financial advisory firm, to work with individuals and their families to help clarify and plan for their futures by helping them relate money to their lives.
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