Millennials and Retirement: How Do You Stack Up?

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Millennials and Retirement: How Do You Stack Up?

If you’re a Millennial and not already contributing to a retirement account, consider starting now, especially if your employer offers a matching program.

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January 2023 Market Outlook

While we look forward to 2024 as a Year of Normalization, as investors we recognize that plans are useless, but planning is essential.

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October 2022 Market Outlook

The time is now to pivot portfolios that are still smack of yesteryear into more durable mediums of long-term growth.

June 2022 Market Outlook

June 2022 Market Outlook

The case for a near-term recession has been made incessantly in the media of late. While we believe that indicators like Consumer Sentiment, inflation the Federal Reserve’s aggressive attempts to correct a clear policy mistake have raised the odds of recession, we do not believe it is imminent in the near term. So, we will give a couple of points to bolster the other side of the argument.

April 2022 Market Outlook

April 2022 Market Outlook

Talk on the Street has increasingly included an outlook for a recession sometime in the near future. While this is far from being a certainty (and far from being a consensus opinion), we think it is worth exploring the reasoning behind it, and, perhaps dispelling some of the myths about recessions, market declines, and our power to stop either from besmirching our portfolios.

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Behavioral Finance & Market Outcomes Ebook

Behavioral biases have a proven, negative effect on investor outcomes. We draw from the annual Dalbar Quantitative Analysis of Investor Behavior report in quantifying their effect on individuals’ portfolio returns, and explore both Cognitive and Emotional biases as well as discussions of specific behaviors common among investors.

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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.

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November 2021 Market Outlook

In 2021-2022, with expectations having been guided by the Fed, the concept of “transient” inflation is openly debated among market watchers and other pundits.

July 2021 Market Brief Banner

July 2021 Market Brief

Recent regulatory moves by Chinese authorities have shaken investors, with some broad-based Chinese investment funds and indexes were recently down anywhere from 26% to 40% from their February highs.