CCR Insights


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!

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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.

2022-2-28 1099 Repost

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!

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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.

Jan 2022 Market Outlook Banner

January 2022 Market Outlook

Change is afoot in the markets. 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.