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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Happy Thanksgiving 2022

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Growing up in the tri-state area is beneficial for many reasons and one in particular is the ability to attend the Thanksgiving Day Parade in New York City.  The Macy’s Thanksgiving Day Parade has been around for over eighty years and I have been fortunate to have attended several times in my … [Read more...] about Happy Thanksgiving 2022

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.

It feels like everything is down this year! What’s going on and what do I do?

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I have been getting this type of question lately.... It feels like everything is down this year! What's going on and what do I do? It’s rare to see a quarter where both stocks and bonds are down at the same time. From March 1979 - March 2022 only 8% of quarters have experienced negative returns … [Read more...] about It feels like everything is down this year! What’s going on and what do I do?

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.

Keep Calm and Carry On

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Keep Calm and Carry On is a catchphrase that originally appeared on a World War II-era British public safety poster. After one of the original posters was recovered and placed in a British bookshop in 2000, the inspirational message was shared online, sparking a series of images centered around the … [Read more...] about Keep Calm and Carry On

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.

Considering a Reverse Mortgage?

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I wrote this article for the Bergen County magazine "Autumn Years" concerning a topic that has gotten more attention lately. Autumn Years is a quarterly regional magazine whose mission is to inspire and inform members of the sixty-plus generation. The topic is the Reverse Mortgage.  If you’re 62 … [Read more...] about Considering a Reverse Mortgage?

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.

Training and Planning for Your Future

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Working out has never been my favorite pastime.  But like most of us, I find that it is a necessity.  There are many who do not like going to a gym, including me.  However, it can help me get motivated when I work-out with others who are enduring the same activity. Therefore,  I joined a gym. Not … [Read more...] about Training and Planning for Your Future

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.

Perspectives on Market Volatility

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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 … [Read more...] about Perspectives on Market Volatility

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.