Financial Planning & Wellness
DCF Winter Items Donation
A huge thank you to everyone who donated to the kids in the care of DCF this year! We collected over 50 pairs of pajamas and an entire bag each of boys underwear, girls underwear, gloves, and hats!
2020 Post Election Q&A
Please see the recording of our Live Post Election Q&A with our Chief Investment Officer, John Maher, CFA who answered questions on the effect of the election on the US/China relationship, the probability of a fiscal stimulus plan, growth vs. value stocks, yields, and if you can expect a tax increase in 2021.
Election Year Retirement Mistakes
We want to make sure we are staying in touch with our clients and their staff and helping relieve any retirement related stress they may be experiencing as we work through this unique period of time. With that goal in mind, we put together the attached video for the staff to offer some perspective on…
September 2020 Market Outlook
Thank you to everyone who attended the Live Market Update and Q&A webinar on Wednesday. John Maher gave some comments on the current political landscape and its potential economic impact, as well as the concept of Total Return vs. Yield. We received many great questions for John to answer, thank you to all who submitted them. Please…
July 2020 Market Outlook
This was the headline in the Wall Street Journal on July 1st. CCR Wealth Management sent out e-mails to our clients in February and early March cautioning against reactionary trading during sharp market declines. On March 13th we wrote: “Most will come to learn that the best days, weeks or even quarters tend to follow…
Feeding the Front Line at Tufts Medical Center
Using funds the CCR Charity and Community Responsibility Committee raised from our ‘Snack Shack’ sales we were able to send 40 meals from 5 Spices House to Tufts Medical Center in Boston, MA. We received this nice note of from them:“Thank you so much, we have fed our Pediatric ICU and Pediatric Bone Marrow Transplant team with your donation,…