Posts by CCR WM
NY Executive Order – Insurance & Annuity Extended Grace Periods
A recent Executive Order & amendments extend grace periods and grant other rights under your life insurance policy or annuity contract.
Read MoreUpdate for Retirement Plan Participants
As we work our way through this difficult time, we want to remind you that your retirement team at CCR Wealth Management is here to help.
Read MoreUpdate for Retirement Plan Sponsors
The Cares Act was recently signed into law and it will provide several meaningful benefits for retirement plan participants.
Read MoreCOVID-19 Update
Let’s discuss what investors “should do” in response to COVID’s impact on the markets.
Read MoreCOVID-19 and the Markets
A 3 ½% drop in broad US equity markets in response to rising COVID-19 cases has many investors understandably concerned.
Read MoreFebruary 2020 Market Outlook Video
John Maher, CIO, discusses analyzing forecasters, valuations, earnings, and their effects on the markets in this February Market Outlook.
Read MoreJanuary 2020 Outlook
Read our latest outlook for a comprehensive global review including the Yield Curve Reversion & US-China Trade War Tariffs.
Read MoreNovember 2019 Market Outlook – Behind the Trade War
We think closing the per capita gap between Chinese and American citizens will be the key to more harmonious relations. East meets West will most likely be a competitive contest for decades to come.
Read MoreLife Insurance
Advisors Tom Neilan discusses different types of life insurance and when they are appropriate pieces of a financial plan.
Read MoreCCR Named to the 2019 Edition of the Financial Times 401 Top Retirement Advisers
We are proud to be named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US.
Read MoreOctober 2019 Market Outlook IV: Investing in the Cannabis Industry
Learn more about investing in the cannabis market in part 4 to our October 2019 Market Outlook.
Read MoreOctober 2019 Market Outlook III: Interest Rate Outlook
Learn more about interest rates in part 3 to our October 2019 Market Outlook
Read MoreOctober 2019 Market Outlook II: Active vs. Passive Investments
Learn more about active vs passive investments in Part 2 of the October 2019 market outlook.
Read MoreOctober 2019 Market Outlook I: Market Outlook/Commodities
Learn more about commodities in the Intro to our October 2019 Market Outlook
Read MoreOctober 2019 Market Outlook Summary
A brief outlook into the October 2019 market outlook before a more detailed version is published.
Read MoreCybersecurity and Identity Theft
Learn what you need to be doing to safeguard yourself against Cybersecurity and Identity Theft.
Read MoreCCR Group Health & Life Insurance Process
Our five-step process: We provide the framework and the solutions to help you select flexible, cost effective group health and life plans that provide the best possible coverage.
Read MoreCCR Corporate Retirement Plan Process
Through a seven-step process, we work with you to define, analyze, meet and monitor your firm’s retirement plan goals.
Read MoreWhat is a Dental Service Organization (DSO)?
Advisor Rich Moore asks Emily Tetreault of Rosen & Associates questions on what DSO’s are and its advantages and disadvantages.
Read MoreWhat’s New with CCR 2019
We hope you enjoy this video update on our firm. Thank you for your continued trust and support.
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