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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mutual funds

Why We Use Dimensional Fund Advisors (DFA) Investments

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As  independent financial advisers, we are free to construct an investment portfolio using whatever investments that we believe will assist our clients in reaching their goals. However, our starting point in developing such a portfolio is always the institutional mutual funds developed and managed … [Read more...] about Why We Use Dimensional Fund Advisors (DFA) Investments

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.

What do financial terms mean – Mutual Funds

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Continuing with our series, this blog describes [highlight]what is a mutual fund[/highlight].  And while my teachers at Chaminade High School in Mineola, told me I should not describe something by stating what it is not - that is where we will begin. There are different types of financial … [Read more...] about What do financial terms mean – Mutual Funds

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.