CCR Insights


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

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

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.

April 2023 Market Outlook

April 2023 Market Outlook

A look into the current state of the market as of April 2023.

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?

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.

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.