CCR Insights


CCR Named to the 2018 NAPA Top DC Advisor Teams List

CCR is proud to be recognized by the National Association of Plan Advisors (NAPA) for our service in the retirement plan market.


November 2018 Market Outlook Video

Watch our latest Market Outlook Video to gain insights on the current market and economic conditions.


October 2018 Market Outlook

This Outlook edition has (uncharacteristically) trod lightly on economic numbers and interest rate narratives. Suffice to say, the numbers have remained quite strong since our last e-mail in August.


CCR listed on the Financial Times Top 401 Retirement Advisors

We are proud to be named in the 2018 edition of the Financial Times 401 Top Retirement Advisers.


How to Talk to Clients About Money and Marriage

Talking to clients about their personal relationships may be awkward, but they are essential conversations to have for effective financial planning.

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CCR Purchases Books for Local Classroom

This year we chose a classroom we found that needed books. We received a sweet letter of thanks from the teacher.

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Community Harvest 2018

CCR harvested eggplant, tomatoes and peppers for the Community Harvest Project, a non-profit farm that grows fresh fruits and vegetables for the community.


Post-College Financial Planning And Debt Relief Tips For Your Clients’ Children

CCR Partner Jonathan Albano offers three important points of guidance for financial advisors working with clients who have children who have recently graduated from college.


CCR listed as a Top Firm by AUM 2018

CCR has been named once again to Accounting Today’s annual ranking of the Top 150 CPA Firms by Assets Under Management.


July 2018 Live Market Update Video

Watch a Live Market Outlook from CCR Wealth Managements CIO, John Maher and Partner and Financial Planner, Jonathan Albano to gain their insights on the current market and economic conditions.