New Year, New IRS Cost of Living Adjustments
The IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019.
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.
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.
February 2018 Live Market Update Video
View our inaugural live market update with our Chief Investment Office, John Maher.
January 2018 Market Outlook
2017 was a remarkable year. We jumped from a pessimistic tone in the media’s assessment of global markets and economics throughout 2016 to comparisons of the 1990’s technology stock-market bubble in the span of about six months.
July 2017 Market Outlook
This market has seemed to defy odds and expectations given the pressures of the current highly politicized environment.
How Advisors Can Best Educate Clients About Online Financial Tools
Clients don’t rely on WebMD for serious medical concerns, so they shouldn’t trust fintech with all their investing, insurance and tax needs.
April 2017 Market Outlook
If we can recognize within ourselves which biases have tended to define our investment approaches, then we are taking the first step toward improving our results already.
January 2017 Market Outlook
Greetings this New Year from our new office facilities in Westborough, MA. We hope you will find time to stop in if you are in the area!
Mid 2016 Market Outlook
Here at the mid-point of 2016 it’s worth noting the remarkable turn of events, both inside and outside of the financial world we professionals occupy.
May 2016 Market Outlook
In today’s hyper-connected world with media outlets “screaming” headlines to attract eyeballs, it is nearly impossible to separate fact from narrative.
January 2016 Market Outlook
The flaw in compartmentalized thinking for an investor is that we tend to place too much weight on the investment outcomes of a particular calendar year when it bears virtually no impact on long term investment results.
–CCR Wealth Management Outlook, February 2015
October 2015 Market Outlook
We had occasion to attend a luncheon and meet former Federal Reserve Chairman Ben Bernanke who was the featured speaker.
July 2015 Market Outlook
Some clients may be required to adjust their own portfolio expectations & strategy in pursuit of the return required of their financial plan.
February 2015 Market Outlook
Investors are forced to choose between the boogey-man of actually rising interest rates, or the boogey-man of a 100% credit-bond portfolio.
