Behavioral Finance & Market Outcomes Ebook

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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.

CCR Text Posts (2)

Year-End Tax Planning Tips

If you think tax-saving strategies are too complicated, you could be missing out on tax savings!

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2022 Tax Planning Whitepaper

In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal,…

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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. Watch both parts below or on the CCR Youtube channel!

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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.

Estate Considerations for the LGBTQ Community

Five Estate Considerations for the LGBTQ+ Community

Members of the LGBTQ+ community have faced numerous challenges on the road to having their relationships being considered equal in the eyes of the government.

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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.

April 2021 Market Update

April 2021 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.

February 2021 Market Outlook

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.