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Year-End Tax Planning Tips
If you think tax-saving strategies are too complicated, you could be missing out on tax savings!
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CCR & Aita Financial Merger
CCR is thrilled to give our clients the opportunity to benefit from Aita Financial’s team of professionals.
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2022 Tax Planning Whitepaper
Download our latest resource, designed to help you stay prepared for the upcoming 2022 tax season.
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2021 China Regulations Commentary
Investment Analyst and CFA Chloe Gu takes a look at recent regulatory news out of China, including commentary on CCR Wealth Management’s outlook on the future of investing in China.
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November 2021 Market Outlook
Take a look into the current state of the market with our November 2021 market outlook, written by CIO John Maher!
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Five Estate Considerations for the LGBTQ+ Community
Members of the LGBTQ+ community face challenges in having their relationships being considered equal in the eyes of the government.
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Secure Act Whitepaper
More than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy.
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July 2021 Market Outlook
Take a look into the current state of the market with our July 2021 market brief, written by CIO John Maher!
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June 2021 Market Outlook
Take a look into the current state of the market with our June 2021 market outlook, written by CIO John Maher!
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Happy Earth Day!
Let our experience and guidance help grow the financial seeds you’ve worked hard to plant.
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CCR Listed on the Top DC Advisor Teams for 2020
We are ecstatic to be listed on the Top DC Advisor Teams again for 2020!
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April 2021 Market Update and Q&A
Take a look into the current state of the market with our April 2021 market outlook, written by CIO John Maher!
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CCR Listed on Forbes Best in State 2021
CCR is honored to be listed as #8 on the Forbes list of Best in State Wealth Advisors