Tag Archives | DFA NJ Advisor
Photo by pheezy

The Tao of Wealth Management

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down. The Chinese philosophy of Taoism has a phrase for this: “wei wu-wei.” In English, […]

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.
Read full story Comments { 0 }
ea34b6092df0063ecd0b470de7444e90fe76e7d719b1114994f2c1_640_weather-1

Mind Over Model

Checking the weather? Guess what—you’re using a model. While models can be useful for gaining insights that can help us make good decisions, they are inherently incomplete simplifications of reality. In investing, factor models have been a frequent topic of discussion. Lately , they are often marketed as smart beta strategies.  These products are based […]

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.
Read full story Comments { 0 }
Photo by Canonicalized

Catchphrase Investing

The financial media is drawn to catchphrases, acronyms, and buzzwords that can be sold as the new thing. FAANG (Facebook, Apple, Amazon, Netflix, and Google) is the latest of these. But does this constitute an investment strategy?   For journalists, commentators, and marketers, acronyms like FAANG are useful. They fit easily into headlines and they […]

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.
Read full story Comments { 0 }
Exhibit 1 Lessons

Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major crisis-related events […]

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.
Read full story Comments { 0 }
dog-whisperer

Investment Whisperer – Behavioral Advisor

One of the best shows on television over the past decade and a Crimmins household favorite is the “Dog Whisperer” with Cesar Milan.  Cesar has an incredible way of training dogs.  New episodes of the television show aired between 2004 and 2012, and the show can now be found in syndication. Cesar found his current […]

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.
Read full story Comments { 0 }
ed30b1092af51c3e81584d04ee44408be273e5dd1cb4134897f8_640_Pencil

The Power of Markets

In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as Told to Leonard E. Read.” The essay, narrated from the point of view of a pencil, describes the “complex combination of miracles” necessary to create and bring to market the commonplace writing tool that has been used for generations. The […]

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.
Read full story Comments { 0 }
Photo by motleypixel

DFA Portfolio Design

Ken French is a member of the Board of Directors of Dimensional Fund Advisors LP (DFA), and provides consulting services to the firm.  In this conversation with DFA Chairman  and Co-Chief Executive Officer  David Booth,  Ken provides insight on how Dimensional designs their various investment portfolios.  The portfolio design delivers the specific market exposure while reducing […]

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.
Read full story Comments { 0 }
<small><a rel="nofollow" style="text-decoration: none;" href="http://wpinject.com/" title="Image inserted by the ImageInject WordPress plugin">Photo</a> by <a href="http://www.flickr.com/photos/46124963@N03/15995657251" target="_blank">Marianne Bevis</a> <a rel="nofollow" href="http://creativecommons.org/licenses/by-nd/2.0/" target="_blank" title="Attribution-NoDerivs License"><img src="http://www.rootsofwealth.com/wp-content/plugins/wp-inject/images/cc.png" /></a></small>

Independent Objective Financial Advice

This is a video post where Weston Wellington a Vice President with Dimensional Fund Advisors (DFA) discusses the value individuals receive from a financial advisor. He discusses how an advisor can be a source of independent advice helping to separate the emotions often associated with money from the decision-making.  Emotions often impact important decisions and […]

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.
Read full story Comments { 0 }
Volatility

Perspectives on Market Volatility

Volatile markets can be stressful for investors. But volatility also can be viewed in a more positive light. Price changes show that markets are working as they quickly incorporate new information into stock prices. A sound investment philosophy can guide behavior during periods of uncertainty, just as a personal philosophy can help us deal with […]

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.
Read full story Comments { 0 }
Wax Wizard of Oz

What can the Wizard of Oz teach us about Investing?

What can the Wizard of Oz teach us about investing? The Wizard of Oz is one of the most well-known films of all times.  I grew watching this iconic movie once a year on television which was a much-anticipated event for the entire family.  This movie has it all: singing, munchkins and flying monkeys.  And […]

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.
Read full story Comments { 0 }