CCR Insights


Bitcoin Is Likely to Gain Widespread Acceptance

Bitcoin advanced more than 70% during the third quarter and nosedived 25% over four days in mid-November only to rebound astronomically in the days since.


Bitcoin for Beginners: 3 Things to Know Before You Invest

Bitcoin has been luring some investors with potentially huge rewards—and scaring others away with equally big risks.


How to Help Small Business Owners Prep For a Sale

In How to Help Small Business Owners Prep for a Sale, Mark Palmerino gives four keys to assisting clients looking to retire.


October 2017 Market Outlook

This quarter, we discuss Bitcoin and other “cryptocurrencies”.


CCR named on the NAPA Top DC Advisor Firms

NAPA has published its first-ever list of top defined contribution (DC) Advisor Firms, and CCR is honored to be included!


CCR named on the 2017 Financial Times 401 Top Retirement Plan Advisors

Richard Moore is pleased to announce that he has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers.

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Community Harvest 2017

CCR team members volunteered at the Community Harvest Project, a non-profit farm that grows fresh fruits and vegetables for the community.


Cryptocurrencies & Bitcoin—Fad or Future?

Caveat Emptor may never have been a more fitting caution than for those looking to enter the cryptocurrency craze. 


What to Tell Clients Feeling Market Anxiety

How to have a clear-eyed, sober conversation with investors who feel the bull market is long in the tooth.


Help Your Clients Avoid Disastrous Mistakes When Filling in College Funding Gaps

For parents sending their kids to college this year, the numbers are staggering: the average out-of-state tuition for a four-year public institution is nearly $25,000.


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.


Four Tips For Clients Thinking About Buying a Vacation Home

Even if a client can afford a second home, there are wide array of long-term planning considerations to take into account.


How Over-Emphasizing Tax Deductions Can Get Your Clients Into Trouble

Now that the tax season is over, this is perhaps the slowest time on the calendar for many financial advisers.


How To Best Support Politically Divided Couples

Married couples tend to have political views that are relatively in sync, but not always.


March of Dimes March for Babies 2017

Check out Team CCR at the Worcester, MA Walk for Babies.


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.


Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference 2017

CCR is honored to be awarded the 2017 Ensemble of the Year by Cetera® Advisors.


CCR named to the Financial Times 400 Top Financial Advisors

David Borden has been named to the 2017 edition of the Financial Times 400 Top Financial Advisors.


Earth Day 2017

We are proud of the team for their hard work to clean up for Earth Day.