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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We Are Investors! Re-visited

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We Are Investors! Spring has officially arrived for the season and for stock investors, with most U.S. stock indexes nearing record highs. But one year ago this past Tuesday, U.S. stocks hit bottom in the pandemic panic. As of March 23, 2020, the S&P 500 had fallen 34% in five weeks, one of … [Read more...] about We Are Investors! Re-visited

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.

Tales from the Crypto: How to Think About Bitcoin

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“Everything you don’t understand about money combined with everything you don’t understand about computers.”—HBO’s Last Week Tonight with John Oliver, March 11, 2018 Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. Given bitcoin’s … [Read more...] about Tales from the Crypto: How to Think About Bitcoin

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.

Estate Planning for Digital Assets

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When creating your estate plan many people only think about their physical property and financial assets. Now in the digital age you need to also plan for your digital assets. These days almost everyone has a computer and a smartphone with many storing information in the cloud. You have a lot of … [Read more...] about Estate Planning for Digital Assets

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: Focus on Avoiding Mistakes

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Most of us can improve our investment performance just by avoiding mistakes that cost us a lot of money. One mistake is having short-term focus. Don’t look at the day-to-day performance or focus on the short-term noise. And the best way to avoid mistakes is to use a financial adviser — not just to … [Read more...] about VIDEO: Focus on Avoiding Mistakes

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.

Working with Clients Focused on the Long Term

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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 … [Read more...] about Working with Clients Focused on the Long Term

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.

How the Washing Machine Changed the World

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This video post deals with the ever-improving world as told in a TED talk by Hans Rosling. Hans who died in 2017, was a Swedish physician and statistician who collected statistics, and his own showmanship to illuminate facts and trends that were revealed by the data.  In a series of presentations … [Read more...] about How the Washing Machine Changed the World

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.