CCR Insights

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Tips for Safeguarding Your Identity Online

Learn the risks associated with divulging your personal info and the steps you need to take to mitigate them below.

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Recognizing Phishing Emails

Stay safe online by learning to recognize “phishing” emails.

October 2023 Market Outlook Banner

October 2023 Market Outlook

A look into the current state of the market, as of October 2023.

CCR Group Photo 2023

Your CCR Team

In September, the CCR team met in Westboro, MA for our annual meeting. From new faces to familiar ones, check out our updated group photo!

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Choosing the Best Debt Repayment Strategy

Two effective methods for tackling debt: paying off the smallest balances first or paying off the highest interest balances first.

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Paying Back Your University Loans

Dental students, did you know that several options make it easier to pay off Federal student loans?

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Dear Millennials, We See You

Post-graduation debt can be overwhelming when you’re working hard to build your future. See how CCR can help.

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Student Debt Management

Having a plan to manage your debt may help improve your financial well-being and move you closer to achieving financial security.

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Subsidized vs Unsubsidized Loans

Understanding the difference between subsidized and unsubsidized loans is essential when payments restart!

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Tips Before Your Child Signs for Student Loans

Worried about your child taking on student loan debt? With the right strategy, your student can be debt-free in no time!

184

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!

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CCR & Empire Asset Management Merger

CCR welcomes Empire Asset Management into our team of professionals, striving to enhance our client services!

178

Disability Income Insurance—A Partner When You’re in Need

Disability income protection is often left out of planning; however, it can help fill the void when income stops and bills mount.

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Disability & Your Finances

Rather than depending on social security, consider protecting yourself with disability insurance.

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The Complex Waters of Aging Parent’s Finances

This National Parents’ Day, consider taking a second look at your aging parents’ finances.

July 2023 Market Outlook

July 2023 Market Outlook

The second half of 2023 is likely to be less celebratory than the first half has been. Don’t fight the Fed!

175

The Importance of Diversification

Retirement Consultant Jared T. Evangelous, CRPC®, discusses the importance of diversification.

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Diversification: Blending Your Investment Ingredients

Your portfolio’s potentially high rates of return can skew one’s objectivity, resulting in unnecessary exposure to risk.

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Diversification & Correlation

Investors need to know the difference between diversification and correlation, as your diversification strategy may not work as you intended.

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Merger of Our Cetera Advisors Teams

We are pleased to announce that a smaller, local Branch of Cetera Advisors will be merging with CCR Wealth!