CCR Insights

Categories

15

October 2019 Market Outlook II: Active vs. Passive Investments

By CCR WM | October 14, 2019

Learn more about active vs passive investments in Part 2 of the October 2019 market outlook.

14

October 2019 Market Outlook I: Market Outlook/Commodities

By CCR WM | October 14, 2019

Learn more about commodities in the Intro to our October 2019 Market Outlook

13

October 2019 Market Outlook Summary

By CCR WM | October 10, 2019

A brief outlook into the October 2019 market outlook before a more detailed version is published.

8

Cybersecurity and Identity Theft

By CCR WM | September 10, 2019

Learn what you need to be doing to safeguard yourself against Cybersecurity and Identity Theft.

13

What is a Dental Service Organization (DSO)?

By CCR WM | August 6, 2019

Advisor Rich Moore asks Emily Tetreault of Rosen & Associates questions on what DSO’s are and its advantages and disadvantages.

14

Environmental, Social, and Corporate Governance

By CCR Investment Committee | July 23, 2019

What is ESG investing?

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Corporate Bond Market

By CCR Investment Committee | July 23, 2019

The corporate bond market has gotten riskier. Why? What should we do in our portfolio?

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US-China Dispute: Tariffs

By CCR Investment Committee | July 23, 2019

How do the tariffs impact consumers and the equity markets?

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Interest Rates

By CCR Investment Committee | July 23, 2019

How do the markets react to Fed decisions? Should we expect an interest rate cut soon?

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July 2019 Market Outlook Summary

By CCR Investment Committee | July 23, 2019

Watch a summary video of our current market outlook now!

24

Financial Planning & Wellness

By CCR WM | June 6, 2019

Advisor and Certified Financial Planner Andrew Bonetti discusses the basic steps you should take in planning for your future.

20

April 2019 Market Outlook

By CCR Investment Committee | May 1, 2019

Take a look into the current state of the market with our April 2019 Market Outlook.

22

March/April 2019 Outlook Recap

By CCR Investment Committee | April 26, 2019

Watch a 4 minute recap of last month’s market outlook and a brief introduction to topics that will be discussed in our outlook!

21

Three Retirement Focus Points

By CCR WM | April 6, 2019

Joe Montana discusses three focus points to assist plan participants in making the most out of their 401k retirement plan.

22

Keys to Managing Student Loans

By Michael Rousseau, CFP® | April 6, 2019

A growing concern for many clients, here are a few keys to understanding student loans and how to effectively manage them.

23

Social Security Scam & FAQ’s

By CCR Investment Committee | March 18, 2019

There is a current scam regarding Social Security going around the country right now that we would like you to be aware of.

23

February 2019 Market Outlook

By CCR Investment Committee | February 21, 2019

Watch our latest Market Outlook Video to gain insights on the current market and economic conditions.

25

November 2018 Market Outlook Video

By John Maher, CFA | November 19, 2018

Watch our latest Market Outlook Video to gain insights on the current market and economic conditions.

26

How to Talk to Clients About Money and Marriage

By Michael Rousseau, CFP® | September 18, 2018

Talking to clients about their personal relationships may be awkward, but they are essential conversations to have for effective financial planning.

27

July 2018 Live Market Update Video

By CCR Investment Committee | July 26, 2018

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.