Dollar-Cost Averaging

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Dollar-Cost Averaging

What is dollar-cost averaging and how can you implement it in your investment strategy? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss this simple investment strategy in their latest educational video!

Jan 2022 Market Outlook Banner

January 2022 Market Outlook

Change is afoot in the markets. 2022 is a mid-term election year which also brings change, often. It would not surprise us if change were also afoot among the public’s perceptions of the power they have granted to governments.

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2021 China Regulations Commentary

Investment Analyst and CFA Chloe Gu takes a look at recent regulatory news out of China, including commentary on CCR Wealth Management’s outlook on the future of investing in China. Watch both parts below or on the CCR Youtube channel!

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Environmental, Social, and Corporate Governance

What is ESG investing?

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Corporate Bond Market

The corporate bond market has gotten riskier. Why? What should we do in our portfolio?

GTM Periodic Table

The chart nearby is what we call a “periodic table” of asset-type returns.

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CFA Boston Market Dinner

Proud to sponsor the @CFABoston #CFABMarketDinner. Always an incredible event with industry colleagues and top-notch speakers.

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Setting Client Expectations in a Volatile Investment Environment

As volatility becomes the norm and double-digit gains become an anomaly, it’s time to boost your contacts with your clients to keep them content.

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Why Advisors Should Keep Politics Out of Portfolios

In today’s heightened politico world, advisors have to keep clients focused on their real financial goals. In Keeping Politics Out of the Portfolio, published on ThinkAdvisor.com, Jonathan Albano talks about the importance of taking a clients politically fueled emotions out of their investing strategy.

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Bitcoin Is Likely to Gain Widespread Acceptance

It’s certainly been an interesting couple of months for bitcoin. It advanced more than 70% during the third quarter and nosedived 25% over four days in mid-November only to rebound astronomically in the days since.