CCR Insights

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Benefits of Working with a Financial Professional

Working with a financial professional allows you to design a financial strategy based on your unique needs and aspirations, for today and the future.

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Dollar-Cost Averaging

What is dollar-cost averaging and how can you implement it in your investment strategy? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss this simple investment strategy.

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Six Wise Ways to Use Your Tax Refund

When your tax refund arrives, it can be tempting to spend it immediately. But there are ways that you can use your refund to your advantage.

April 2022 Market Outlook

April 2022 Market Outlook

Talk on the Street has increasingly included an outlook for a recession sometime in the near future.

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Are Financial Advisors Still Relevant in a Digital World? (Whitepaper)

Are Financial Advisors Still Relevant in a Digital World? Here’s a guide to determining if you should work with a financial advisor.

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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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