CCR Insights

Jan 2023 Market Outlook Banner

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.


New Year’s Financial Checklist

The start of the new year is a great time to recommit yourself to achieving your financial goals.


Are You Concerned You’ll Outlive Your Money?

Americans are living longer than ever, meaning your retirement could easily stretch to 30 years or more! By working with a CCR financial professional, you can prepare in three simple steps.


Use a DAF to Maximize Your Charitable Contributions

If you make regular financial contributions to charitable organizations and want to maximize the funds you already give, donating through a donor-advised fund (DAF) could be an option.


How to Protect Yourself While Helping Others

Taking the proper precautions before donating to a cause ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.


What To Do When Your Income Reaches 7 Figures

Has a recent financial event raised your net worth to the next level? Reach out to your CCR financial professional to review your account and next steps.