CCR Insights


Cybersecurity and Identity Theft

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


CCR Group Health & Life Insurance Process

Our five-step process: We provide the framework and the solutions to help you select flexible, cost effective group health and life plans that provide the best possible coverage.


CCR Corporate Retirement Plan Process

Through a seven-step process, we work with you to define, analyze, meet and monitor your firm’s retirement plan goals.


What is a Dental Service Organization (DSO)?

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


Environmental, Social, and Corporate Governance

What is ESG investing?

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Corporate Bond Market

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

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US-China Dispute: Tariffs

How do the tariffs impact consumers and the equity markets?

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Interest Rates

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

Watch a summary video of our current market outlook now!


July 2019 Market Outlook

We seem to be significantly in the minority in our views that an interest rate cut at the end of this month is not justified and is potentially detrimental.