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!
February 2021 Market Outlook
Take a look into the current state of the market with our February 2021 market outlook, written by CIO John Maher!
2020 Post Election Q&A
Our CIO John Maher, CFA, answers questions on the effect of the election on the US/China relationship, the probability of a fiscal stimulus plan, growth vs. value stocks, yields, and if you can expect a tax increase in 2021.
September 2020 Market Outlook
John Maher gives some comments on the current political landscape and its potential economic impact, as well as the concept of Total Return vs. Yield.
July 2020 Market Outlook
Most will come to learn that the best days, weeks or even quarters tend to follow the worst days, weeks and quarters. Asset allocation is designed to bridge this gap.
April 2020 Market Outlook
Given the events of the last six weeks, sitting down to a keyboard to tap out thoughts that might be considered illuminating seems daunting. This is especially true given a clientele-readership which has largely been forced to sequester themselves with the media for weeks on end rather than going about their usual daily business.
COVID-19 and the Markets
A 3 ½% drop in broad US equity markets in response to rising COVID-19 cases has many investors understandably concerned.
February 2020 Market Outlook Video
John Maher, CIO, discusses analyzing forecasters, valuations, earnings, and their effects on the markets in this February Market Outlook.
January 2020 Outlook
Read our latest outlook for a comprehensive global review including the Yield Curve Reversion & US-China Trade War Tariffs.
COVID-19 Update
Let’s discuss what investors “should do” in response to COVID’s impact on the markets.