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.
October 2022 Market Outlook
The time is now to pivot portfolios that are still smack of yesteryear into more durable mediums of long-term growth.
June 2022 Market Outlook
The case for a near-term recession has been made incessantly in the media of late. While we believe that indicators like Consumer Sentiment, inflation the Federal Reserve’s aggressive attempts to correct a clear policy mistake have raised the odds of recession, we do not believe it is imminent in the near term. So, we will give a couple of points to bolster the other side of the argument.
A Look at Guardianship for Older Adults
If incapacity occurs and there are no advance directives, is guardianship a viable option?
Mortgage Psychology: What To Do & When
In their latest educational video, Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss Mortgage Psychology and how to best allocate resources when purchasing a home.
How Americans Spend and Save
Put your spending and saving habits in perspective with this infographic, which depicts how Americans spend and save.
An Eye on Disability
For those who depend on current earnings, future earning capacity may be their most valuable asset and the one least likely to be protected by insurance.
The Importance of Disability Income Insurance
Financial Consultant Dean Aita stresses the importance of disability income insurance. No matter your profession, it’s in your best interest to protect your most significant asset: your income!
April 2022 Market Outlook
Talk on the Street has increasingly included an outlook for a recession sometime in the near future.
January 2022 Market Outlook
2022 is a mid-term election year, which also brings change, often. It would not surprise us if change were also afoot among the public’s perceptions of the power they have granted to governments.
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.
November 2021 Market Outlook
Take a look into the current state of the market with our November 2021 market outlook, written by CIO John Maher!
July 2021 Market Outlook
Take a look into the current state of the market with our July 2021 market brief, written by CIO John Maher!
June 2021 Market Outlook
Take a look into the current state of the market with our June 2021 market outlook, written by CIO John Maher!
April 2021 Market Update and Q&A
Take a look into the current state of the market with our April 2021 market outlook, written by CIO John Maher!
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.