July 2021 Market Brief

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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.

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June 2021 Market Outlook

Here’s a brainteaser:  Do you consider the current market cycle (begun after last-March’s pandemic-induced bear market) a new market cycle?  Or a continuation of the last market cycle (begun after the great recession of ’08-’09)? There is a technical answer, of course, one which we defined in our Outlook last April.  A market cycle is…

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Happy Earth Day!

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Market Update and Q&A

Our CIO John Maher gives a market outlook and answers questions on the housing market, inflation, cryptocurrency and electric vehicle investments, and value stocks. What is the long-term outlook on the housing market? What is the likelihood of inflationary pressures, and what is the appropriate investing response?  Please discuss your thoughts on Cryptocurrency investments as…

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February 2021 Market Outlook

Retrospectives and projections are the norm for year-end commentaries.  Our year-end (or beginning) comments are traditionally light on forecasts.  We made the point in last January’s web-cast video that forecasts can actually be significant detractors to investment outcomes if inherent uncertainties are not considered. 

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.

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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…

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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…

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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…

Market Outlook April 2020

Given the events of the last six weeks, sitting down to a keyboard to tap out thoughts that might be considered illuminating seems daunting. This is especially true given a clientele-readership which has largely been forced to sequester themselves with the media for weeks on end rather than going about their usual daily business.