CCR Insights


National Women’s Equality Day

CCR takes great pride in celebrating National Women’s Equality Day in honor of the remarkable women within our firm!


The Need for Disability Income Protection

The best way to protect yourself from the financial harm that a disability can cause is to purchase disability income insurance. But where do you start?


Behavioral Finance I, II, & II on Youtube

Join John Maher, CFA and CIO, as he takes a deep dive into the comprehensive topic of Behavioral Finance.

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10 Tips for Small Business Owners

Small business owners should conduct an annual assessment of their personal finances. Here are 10 tips to follow in weighing a small business owner’s financial plan.


Benefits of Working with a Financial Professional

Working with a financial professional allows you to design a financial strategy based on your unique needs and aspirations, for today and the future.


Dollar-Cost Averaging

What is dollar-cost averaging and how can you implement it in your investment strategy? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss this simple investment strategy.

April 2022 Market Outlook

April 2022 Market Outlook

Talk on the Street has increasingly included an outlook for a recession sometime in the near future.

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Are Financial Advisors Still Relevant in a Digital World? (Whitepaper)

Are Financial Advisors Still Relevant in a Digital World? Here’s a guide to determining if you should work with a financial advisor.


Forbes Best In State 2022

CCR is honored to be listed #11 in the state of MA on the Forbes list of Best in State Wealth Advisors!

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CCR Listed on the Top DC Advisor Teams for 2021

CCR Wealth Management is pleased to be listed again on the Top DC Advisor Teams for 2021!


Continue to Care for Your Family: Final Expense Insurance

For those shopping for life insurance and looking for ways to help their family even after they are gone, final expense insurance could be one alternative to consider.

2022-2-28 1099 Repost

1099s & Working With a Tax Preparer

Financial Planner Jonathan Lilja discusses 1099s, when to expect them, and how to choose a CPA or tax preparer for the upcoming tax season. Don’t wait to seek professional help as many CPAs are simply too busy to pick up new clients!

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Behavioral Finance & Market Outcomes Ebook

Behavioral biases have a proven, negative effect on investor outcomes. We draw from the annual Dalbar Quantitative Analysis of Investor Behavior report in quantifying their effect on individuals’ portfolio returns, and explore both Cognitive and Emotional biases as well as discussions of specific behaviors common among investors.

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January 2022 Market Outlook

2022 is a mid-term election year, which also brings change, often. It would not surprise us if change were also afoot among the public’s perceptions of the power they have granted to governments.

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The Great Spending Balance

Explore some smart strategies to address with your financial professional—ensuring that you’re able to enjoy your life in the present, while still building a solid foundation for your future.

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2022 Tax Planning Whitepaper

Download our latest resource, designed to help you stay prepared for the upcoming 2022 tax season.