January 2023 Market Outlook
While we look forward to 2024 as a Year of Normalization, as investors we recognize that plans are useless, but planning is essential.
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.
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
Talk on the Street has increasingly included an outlook for a recession sometime in the near future.
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!
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.
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!
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.
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.
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.
Year-End Tax Planning Tips
If you think tax-saving strategies are too complicated, you could be missing out on tax savings!
CCR & Aita Financial Merger
CCR is thrilled to give our clients the opportunity to benefit from Aita Financial’s team of professionals.
April 2023 Market Outlook
A look into the current state of the market as of April 2023.