CCR Insights

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.

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.

October 2022 Market Outlook Banner

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

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

April 2022 Market Outlook

Talk on the Street has increasingly included an outlook for a recession sometime in the near future.