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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behavioral investing

VIDEO: What Can We Learn From Previous Generations About Investing

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Previous generations saved money to their portfolios with no intention of selling in the short-term, because they needed that money for the long-term. Our ancestors had the advantage of not being distracted by the 24-hour news media. When you are constantly reminded of investments, the best thing to … [Read more...] about VIDEO: What Can We Learn From Previous Generations About Investing

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.

Waze Your Investment Portfolio

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By now, most of us have used driving directions apps such as Waze or Google Maps to get directions, a live traffic map and road alerts.  What a great technology for traveling in congested areas.  One of the great features of these new apps is their ability to help guide you through traffic to get … [Read more...] about Waze Your Investment Portfolio

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.

Optimism is the Only Reality

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I will chalk this one up to just plain luck.  A couple weeks before the coronavirus 19 took over our lives, I finished reading a powerful book entitled, “The Power of Bad - How the Negativity Effect Rules Us and How We Can Rule It.”  Timely indeed. The book describes why all humans tend to think … [Read more...] about Optimism is the Only Reality

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.

Investing Like a Bee

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What can a hive teach us about playing the market? Plenty, if you know where to look for industriousness, dedication and a clear message delivery. First, I hate bees. I’m highly allergic and after a life-threatening sting sent me to the hospital, I have endured shots for the past eight … [Read more...] about Investing Like a Bee

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.