CCR Insights

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!

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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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Summer: Great Time to Teach Kids About Money

July is National Make a Difference to Children Month, which is a great time to teach your kids about money!

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Permanent vs. Term Insurance

When choosing life insurance coverage, take a closer look at the short- and long-term benefits of permanent vs term insurance.

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