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.
2022 Tax Planning Whitepaper
Download our latest resource, designed to help you stay prepared for the upcoming 2022 tax season.
2021 China Regulations Commentary
Investment Analyst and CFA Chloe Gu takes a look at recent regulatory news out of China, including commentary on CCR Wealth Management’s outlook on the future of investing in China.
November 2021 Market Outlook
Take a look into the current state of the market with our November 2021 market outlook, written by CIO John Maher!
Five Estate Considerations for the LGBTQ+ Community
Members of the LGBTQ+ community face challenges in having their relationships being considered equal in the eyes of the government.
Secure Act Whitepaper
More than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy.
July 2021 Market Outlook
Take a look into the current state of the market with our July 2021 market brief, written by CIO John Maher!
June 2021 Market Outlook
Take a look into the current state of the market with our June 2021 market outlook, written by CIO John Maher!
Happy Earth Day!
Let our experience and guidance help grow the financial seeds you’ve worked hard to plant.
CCR Listed on the Top DC Advisor Teams for 2020
We are ecstatic to be listed on the Top DC Advisor Teams again for 2020!
April 2021 Market Update and Q&A
Take a look into the current state of the market with our April 2021 market outlook, written by CIO John Maher!
CCR Listed on Forbes Best in State 2021
CCR is honored to be listed as #8 on the Forbes list of Best in State Wealth Advisors
February 2021 Market Outlook
Take a look into the current state of the market with our February 2021 market outlook, written by CIO John Maher!
CCR & Edu4Retirement Merger
We are thrilled to announce that we will be merging with Edu4Retirement!
DCF Winter Items Donation 2020
We collected over 50 pairs of pajamas and an entire bag each of boys underwear, girls underwear, gloves, and hats for DCF!
2020 Post Election Q&A
Our CIO John Maher, CFA, answers questions on the effect of the election on the US/China relationship, the probability of a fiscal stimulus plan, growth vs. value stocks, yields, and if you can expect a tax increase in 2021.
Election Year Retirement Mistakes
We want to make sure we are staying in touch with our clients and their staff and helping relieve any retirement related stress they may be experiencing as we work through this unique period of time. With that goal in mind, we put together the attached video for the staff to offer some perspective on…
