CCR Listed on Forbes Best in State 2021
CCR is honored to be listed as #8 on the Forbes list of Best in State Wealth Advisors
February 2021 Market Outlook
Take a look into the current state of the market with our February 2021 market outlook, written by CIO John Maher!
CCR & Edu4Retirement Merger
We are thrilled to announce that we will be merging with Edu4Retirement!
DCF Winter Items Donation 2020
We collected over 50 pairs of pajamas and an entire bag each of boys underwear, girls underwear, gloves, and hats for DCF!
2020 Post Election Q&A
Our CIO John Maher, CFA, answers questions on the effect of the election on the US/China relationship, the probability of a fiscal stimulus plan, growth vs. value stocks, yields, and if you can expect a tax increase in 2021.
Election Year Retirement Mistakes
We want to make sure we are staying in touch with our clients and their staff and helping relieve any retirement related stress they may be experiencing as we work through this unique period of time. With that goal in mind, we put together the attached video for the staff to offer some perspective on…
Have a Question?
Let's Talk.
Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.