CCR Insights

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May 2016 Market Outlook

In mid-January we felt compelled to send out a blast-email to our clients based on the volume of calls and
concerns related to the bouts of volatility which roiled stock markets the first few weeks of the year.

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Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year

Mark Palmerino, financial consultant and partner at CCR Wealth Management, recently attended Cetera Advisors’ annual awards conference where he accepted the Ensemble of the Year award on behalf of his firm.

Earth Day 2016

Earth Day Cleanup

We had a great turnout for our annual Earth Day cleanup

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Four Ways Financial Advisers Should Help Retirement Plan Sponsor Clients Avoid a Dol Audit

Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.

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David Borden Named to 2016 Financial Times 400 Top Financial Advisers

David Borden Named to 2016 Financial Times 400 Top Financial Advisers

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Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses

For business owners, few things are more terrifying than a potential IRS tax audit.