CCR Insights

Categories

14

Bitcoin Is Likely to Gain Widespread Acceptance

By John Maher, CFA | December 11, 2017

Bitcoin advanced more than 70% during the third quarter and nosedived 25% over four days in mid-November only to rebound astronomically in the days since.

23

Bitcoin for Beginners: 3 Things to Know Before You Invest

By John Maher, CFA | November 24, 2017

Bitcoin has been luring some investors with potentially huge rewards—and scaring others away with equally big risks.

16

How to Help Small Business Owners Prep For a Sale

By Mark Palmerino | October 12, 2017

In How to Help Small Business Owners Prep for a Sale, Mark Palmerino gives four keys to assisting clients looking to retire.

29

October 2017 Market Outlook

By CCR Investment Committee | October 12, 2017

This quarter, we discuss Bitcoin and other “cryptocurrencies”.

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CCR named on the NAPA Top DC Advisor Firms

By CCR WM | September 26, 2017

NAPA has published its first-ever list of top defined contribution (DC) Advisor Firms, and CCR is honored to be included!

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CCR named on the 2017 Financial Times 401 Top Retirement Plan Advisors

By CCR WM | September 26, 2017

Richard Moore is pleased to announce that he has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers.

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Community Harvest 2017

By CCR WM | September 20, 2017

CCR team members volunteered at the Community Harvest Project, a non-profit farm that grows fresh fruits and vegetables for the community.

15

Cryptocurrencies & Bitcoin—Fad or Future?

By John Maher, CFA | September 19, 2017

Caveat Emptor may never have been a more fitting caution than for those looking to enter the cryptocurrency craze. 

17

What to Tell Clients Feeling Market Anxiety

By John Maher, CFA | September 6, 2017

How to have a clear-eyed, sober conversation with investors who feel the bull market is long in the tooth.

18

Help Your Clients Avoid Disastrous Mistakes When Filling in College Funding Gaps

By Jonathan Albano, CFP® | August 11, 2017

For parents sending their kids to college this year, the numbers are staggering: the average out-of-state tuition for a four-year public institution is nearly $25,000.