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 Woodcliff Lake, NJ.
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Behavioral Factors in Investing

A Tale of Two Decades: Lessons for Long‑Term Investors

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The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings. And focusing on known drivers … [Read more...] about A Tale of Two Decades: Lessons for Long‑Term Investors

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.

Asian Philosophy and Retirement Planning

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I came to America as an 8-year old refugee from the Vietnam War, along with my five brothers, my parents, and my grandmother. My parents were broken in spirit, but still retained enough pride to refuse food stamps and welfare assistance from our new homeland. They reminded us often that we have the … [Read more...] about Asian Philosophy and Retirement Planning

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.

Securing Your Dignity in Retirement

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By failing to prepare, you are preparing to fail. Benjamin Franklin (1706-1790) American statesman, scientist and philosopher. What is the benefit  for taking the time to envision and plan for the future you desire?  That is what each prospect consciously or subconsciously thinks about before … [Read more...] about Securing Your Dignity in Retirement

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.

Timing Isn’t Everything

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Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings. Occasionally, a neighbor or relative might ask about which investments are good to buy now. The lure of getting in at the right time or avoiding the next … [Read more...] about Timing Isn’t Everything

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.

When will a Hockey Goal be scored?

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Sometimes you just have to be patient Maureen and I were fortunate enough to be invited to a New Jersey Devils hockey game as they took on the New York Islanders.  Our good friends Jeanne and John have excellent seats at the Prudential Center, and we were excited to see this fast-paced game in … [Read more...] about When will a Hockey Goal be scored?

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.

Déjà Vu All Over Again

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Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of … [Read more...] about Déjà Vu All Over Again

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.