March/April 2019 Outlook Recap
Watch a 4 minute recap of last month’s market outlook and a brief introduction to topics that will be discussed in our outlook!
March 2019 Market Outlook
Take a look into the current state of the market with our March 2019 Market Outlook.
February 2019 Market Outlook
Watch our latest Market Outlook Video to gain insights on the current market and economic conditions.
Important Tax Info for 2019
It’s Tax Time Again! View the video presented by Lisa Comeau on important tax time information.
January 2019 Market Outlook
The exogenous nature of factors affecting agriculture and energy prices has kept us from abandoning—or adding to commodities for the last nine months.
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!
