Four Ways Financial Advisers Should Help Retirement Plan Sponsor Clients Avoid a Dol Audit
Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.
David Borden Named to 2016 Financial Times 400 Top Financial Advisers
David Borden Named to 2016 Financial Times 400 Top Financial Advisers.
Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses
For business owners, few things are more terrifying than a potential IRS tax audit.
Four Ways to Prep for Retirement in Mass.
Thanks to the financial crisis and the accommodative Federal Reserve policies that have followed, interest rates are no longer supportive of a simple retirement approach.
January 2016 Market Outlook
The flaw in compartmentalized thinking for an investor is that we tend to place too much weight on the investment outcomes of a particular calendar year when it bears virtually no impact on long term investment results.
–CCR Wealth Management Outlook, February 2015
October 2015 Market Outlook
We had occasion to attend a luncheon and meet former Federal Reserve Chairman Ben Bernanke who was the featured speaker.
July 2015 Market Outlook
Some clients may be required to adjust their own portfolio expectations & strategy in pursuit of the return required of their financial plan.
CCR Listed on the 2015 Financial Times Top 400
CCR is honored to be listed on the 2015 Financial Times Top 400 list.
February 2015 Market Outlook
Investors are forced to choose between the boogey-man of actually rising interest rates, or the boogey-man of a 100% credit-bond portfolio.
CCR Charity & Community Responsibility
We are proud to announce we have formalized our charitable endeavors with the creation of an internal committee, name and logo.
CCR Listed on the 2014 CT Five Star Professionals
CCR is honored to be listed on the Connecticut Five Star Professionals list for 2014.
September 2014 Market Outlook
As with most truly alternative investments, an investor must give up some liquidity to reap these benefits.
May 2014 Market Outlook
US equity markets have seen what we would describe as mild volatility over the last few weeks, mostly attributed to geopolitical tensions emanating from the Ukraine-Russia belligerence.
January 2014 Market Outlook
What are the similarities between 2013 and the late 1990’s? What are the differences that matter? Are we in another equity bubble?
October 2013 Market Outlook
The stakes are too high to flirt with failure and ultimately default; party affiliation will not insulate anyone, all parties to the impasse know it (despite the rhetoric), and we must operate under these premises.
January 2013 Market Outlook
Last year we were looking for US economic growth in the 2%-3% range, an improved investing environment here in the US as well as a stabilizing of non-US and particularly developing markets.
November 2012 Market Outlook
In June we quoted Alexis de Toqueville with regard to the developed world’s attempt to come to grips with fiscal burdens of increasingly hefty magnitudes.
