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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“Average” Stock Market Returns

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Most investors when they start to invest are informed about the historic returns for the U.S. stock market.  They are amazed that long-term investors have been rewarded with such strong performance - a nearly 10% annual return. Stock shares represent ownership in the company in which investors … [Read more...] about “Average” Stock Market Returns

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.

Auto or Homeowners Insurance Premiums Increasing? Check This

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Has your automobile or homeowner’s insurance premium risen substantially even though you haven’t had any claims or received any tickets for driving infractions? The cause could be an error in your C.L.U.E. report. The report database is called C.L.U.E. (Comprehensive Loss Underwriting … [Read more...] about Auto or Homeowners Insurance Premiums Increasing? Check This

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.

Some Recipes for the Food Lovers

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Summer days and nights call for some delectable meals with family or friends. Here’s a few mouthwatering recipes for you to satisfy your cravings. Heirloom tomatoes are not your ordinary tomato. They are colorful, flavorful and oddly shaped. What makes them an heirloom is the actual seeds. They … [Read more...] about Some Recipes for the Food Lovers

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 Basics of Estate Planning

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Estate planning is a very important part of life. However, it doesn't have to be overwhelming. Having a plan in place helps you to manage those inevitable uncertainties and control what you can. Here is an explanation of the primary documents associated with this process. Will - This is your … [Read more...] about The Basics of Estate 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.

Video: Why Resilience is So Important

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Work on building general resilience so that you can have resilience in times of financial, health and emotional crises. It isn’t always easy to stay calm when other investors are panicking. The best strategy in any time, up or down, is to follow your plan. It’s during a crisis that having a … [Read more...] about Video: Why Resilience is So Important

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.

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.