CCR Insights

CCR Text Posts (2)

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!

Estate Considerations for the LGBTQ Community

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.