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.
Visit Our Website

Investing

Puzzles: Using the Skills you Learned as a Child to Improve your Adult Life

by Leave a Comment

As children, we played with colorful, whimsical puzzles and as we got older, the complexity of the puzzles increased. The skills we used to solve the puzzles helped us make decisions in school, work and home.  Following are different kinds of puzzles we come across in our lives as adults: Packing … [Read more...] about Puzzles: Using the Skills you Learned as a Child to Improve your Adult 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.

Jameson Irish Whiskey – a French company asset

by Leave a Comment

Maureen and I decided to take a long weekend trip to our homeland – Ireland.  Specifically, we spent the long weekend in Dublin.  The year before we had traveled to Dublin to visit our youngest daughter Elizabeth who was studying at Trinity University. During that trip, we visited the Guinness … [Read more...] about Jameson Irish Whiskey – a French company asset

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 Uncommon Average

by Leave a Comment

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, the Executive Chairman of Dimensional Fund Advisors, which he co-founded with Rex Sinquefield. The US stock market has delivered an average … [Read more...] about The Uncommon Average

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 Index Bogeyman

by Leave a Comment

Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on the premise that indexing reduces the efficacy … [Read more...] about The Index Bogeyman

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.

Getting to the Point of a Point

by Leave a Comment

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to an individual’s … [Read more...] about Getting to the Point of a Point

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.

Just Do it – Investing in Nike

by Leave a Comment

I will never sell a piece of this company to the public. Philip Knight co-founder and CEO of Nike Inc. says many times throughout his memoir. In his excellent memoir “Shoe Dog”, Phil takes the reader on his lifelong journey of creating one of the largest consumer good companies in the world.  He … [Read more...] about Just Do it – Investing in Nike

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.