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

Asian Philosophy and Retirement Planning

by Leave a Comment

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.

Downton Abbey – What is your part to play?

by Leave a Comment

Maureen and I were big fans of the hit TV show “Downton Abbey”.  Now the series has recently hit the big screen with a featured film.  This British drama series follows the lives of the Crawley family and its servants in the family's Edwardian country house. The series begins with the 1912 sinking … [Read more...] about Downton Abbey – What is your part to play?

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.

Factfulness – 10 Reasons We are Wrong about the World

by Leave a Comment

This week’s post is a book review.  The book is called “Factfulness - 10 reasons We are Wrong about the World - and Why Things are Better Than You Think”.  The book was written by Hans Rosling and completed by his son and daughter-n-law upon Hans’s death in 2017. The book deals with quite a bit … [Read more...] about Factfulness – 10 Reasons We are Wrong about 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.

WeWork Pricing Insights

by Leave a Comment

The recent failed Initial Public Offering (IPO) of the office sharing space company WeCo. gives great insight into how the capital markets decide on the “fair” price for company shares.  This post will highlight how this process works, as it is a mystery to most on how the price of any company is … [Read more...] about WeWork Pricing Insights

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.

Sharing Your Life Story

by Leave a Comment

Have you ever thought about writing your life story?  And if so, how would you write it? Would you start at the beginning, where you didn’t have a say in how things were done?  Where much of your story involves luck in having the right people around you making the decisions? Would you … [Read more...] about Sharing Your Life Story

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

by Leave a Comment

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.