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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Investing

Top 10 Stocks Over the Last Decade

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Let’s go back to the year 2009.  In January, Barack Obama was sworn as the 44th President of the United States. In April, three Somali pirates are killed freeing Captain Philips and ending a multi-day standoff between the United States Navy and the pirates.  Later the event is made into a movie.  In … [Read more...] about Top 10 Stocks Over the Last Decade

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.

Video: Investors Need to Learn to Sit on Their Hands

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Successful investing usually entails discipline and self-restraint, feeling comfortable with doing nothing. Here’s Barry Ritholtz, one of the most popular investment bloggers in the United States discussing this process. … [Read more...] about Video: Investors Need to Learn to Sit on Their Hands

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.

Video: The Number #1 Lesson from Stock Market History

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Financial journalist Robin Powell with Professor Russell Napier a financial historian -   One standout lesson financial history teaches us is that you need to diversify and take a long-term view on your investments.       … [Read more...] about Video: The Number #1 Lesson from Stock Market History

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.

Max My Interest – generating more interest from cash reserves

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Interest rates will likely stay low for the foreseeable future.  While this is beneficial to many as they borrow money for business expansion, or personally to purchase a car or home, these low rates have hurt people who are saving in banks. We encourage all of our clients to have a cash reserve … [Read more...] about Max My Interest – generating more interest from cash reserves

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.

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 recently ended, 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 of … [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.

Alternative Reality – Do Alternatives help investors?

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Diversification has been called the only free lunch in investing. This idea is based on research showing that diversification, through a combination of assets like stocks and bonds, could reduce volatility without reducing expected return or increase expected return without increasing volatility … [Read more...] about Alternative Reality – Do Alternatives help 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.