March 12 Market Update
CCR views the current bout of market volatility as a normal process of pressure-relief for a market that has been burdened by excessive valuations.
January 2025 Market Outlook
In 2025, potential policy shifts, including tariffs and deregulation, may impact the market. Although tariffs face criticism, they haven’t hindered S&P 500 growth historically. Previous deregulation efforts in energy led to poor performance. With a narrow majority in the House, policy changes may be challenging, prompting investors to stay cautious amid uncertainty.
CCR Gives to DCF 2023
We are so proud to have been able to gift 10 boys and girls in DCF care a complete outfit and a toy this holiday season!
Tips for Safeguarding Your Identity Online
Learn the risks associated with divulging your personal info and the steps you need to take to mitigate them below.
The Importance of 529 Plans
Find out how a 529 plan fits into your family’s financial and college plan!
A Quick Primer On Living Wills
Consider implementing a living will to ensure you’re protected in case of the unexpected.
July 2023 Market Outlook
The second half of 2023 is likely to be less celebratory than the first half has been. Don’t fight the Fed!
CCR Attended the Annual Worcester Women’s Leadership Conference
On May 4th, some of the brightest women of CCR attended the Annual Worcester Women’s Leadership Conference!
Retirement Planning Does Not Stop in Retirement
Unexpected costs, such as family emergencies, will occur in retirement… that’s why your retirement planning needs to incorporate more than just investments.
Building Generational Wealth With Hard Assets
One of the most effective ways to build generational wealth can be through investing in hard assets that hold their value – and offer long-term growth potential.
Five Questions to Ask Before Retiring
You might be thinking about retiring, but how do you know when you are really ready for it, mentally and financially?
April 2025 Market Outlook
After two strong years, markets are correcting but remain overvalued. Our goal is helping clients meet their financial plans—not chase market highs.