Life Insurance
Advisors Tom Neilan discusses different types of life insurance and when they are appropriate pieces of a financial plan.
How Charitable Giving Can Lower Your 2019 Tax Bill
Many investors are confused after recent changes to federal tax laws.
CCR Named to the 2019 Edition of the Financial Times 401 Top Retirement Advisers
We are proud to be named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US.
October 2019 Market Outlook IV: Investing in the Cannabis Industry
Learn more about investing in the cannabis market in part 4 to our October 2019 Market Outlook.
October 2019 Market Outlook III: Interest Rate Outlook
Learn more about interest rates in part 3 to our October 2019 Market Outlook
October 2019 Market Outlook II: Active vs. Passive Investments
Learn more about active vs passive investments in Part 2 of the October 2019 market outlook.
October 2019 Market Outlook I: Market Outlook/Commodities
Learn more about commodities in the Intro to our October 2019 Market Outlook
October 2019 Market Outlook Summary
A brief outlook into the October 2019 market outlook before a more detailed version is published.
Cybersecurity and Identity Theft
Learn what you need to be doing to safeguard yourself against Cybersecurity and Identity Theft.
CCR Group Health & Life Insurance Process
Our five-step process: We provide the framework and the solutions to help you select flexible, cost effective group health and life plans that provide the best possible coverage.
CCR Corporate Retirement Plan Process
Through a seven-step process, we work with you to define, analyze, meet and monitor your firm’s retirement plan goals.
What is a Dental Service Organization (DSO)?
Advisor Rich Moore asks Emily Tetreault of Rosen & Associates questions on what DSO’s are and its advantages and disadvantages.
Corporate Bond Market
The corporate bond market has gotten riskier. Why? What should we do in our portfolio?
Interest Rates
How do the markets react to Fed decisions? Should we expect an interest rate cut soon?
July 2019 Market Outlook
We seem to be significantly in the minority in our views that an interest rate cut at the end of this month is not justified and is potentially detrimental.
