CCR Insights


CCR Named to the 2018 NAPA Top DC Advisor Teams List

CCR is proud to be recognized by the National Association of Plan Advisors (NAPA) for our service in the retirement plan market.


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.


CCR listed on the Financial Times Top 401 Retirement Advisors

We are proud to be named in the 2018 edition of the Financial Times 401 Top Retirement Advisers.


How to Talk to Clients About Money and Marriage

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

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CCR Purchases Books for Local Classroom

This year we chose a classroom we found that needed books. We received a sweet letter of thanks from the teacher.

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Community Harvest 2018

CCR harvested eggplant, tomatoes and peppers for the Community Harvest Project, a non-profit farm that grows fresh fruits and vegetables for the community.


Post-College Financial Planning And Debt Relief Tips For Your Clients’ Children

CCR Partner Jonathan Albano offers three important points of guidance for financial advisors working with clients who have children who have recently graduated from college.


CCR listed as a Top Firm by AUM 2018

CCR has been named once again to Accounting Today’s annual ranking of the Top 150 CPA Firms by Assets Under Management.


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.


Setting Client Expectations in a Volatile Investment Environment

As volatility becomes the norm and double-digit gains become an anomaly, it’s time to boost your contacts with your clients to keep them content.

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Veterans Inc. – Stand Down 2018

This year we supported the Stand Down event by collecting socks of all types to be donated to the vets.

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March for Babies 2018

We had a great time at the March for Babies Walk in Worcester, MA – our tie-dye t-shirts went great with the purple!


How Advisors Can Help Clients Facing an Empty Nest

Michael Rousseau discusses the importance of supporting your clients facing an empty nest.

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Earth Day Cleanup 2018

Each year we choose a local spot that needs to be cleaned up in honor of Earth Day.


Why Advisors Should Keep Politics Out of Portfolios

In Keeping Politics Out of the Portfolio, published on, Jonathan Albano talks about the importance of taking a clients politically fueled emotions out of their investing strategy.


February 2018 Live Market Update Video

View our inaugural live market update with our Chief Investment Office, John Maher.


Thinking of Selling Your Dental Practice? 4 Things You Should Know

Mark Palmerino gives his key considerations any dental practice owner should be thinking about as you begin to mull a sale of your business.

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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. 

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CCR listed on 2018 Forbes Top Advisors State by State

We are proud to be named on the distinguished list of Top Advisors for 2018 from Forbes.