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April 2021 Market Update

April 2021 Market Update and Q&A

By John Maher, CFA | April 9, 2021

Take a look into the current state of the market with our April 2021 market outlook, written by CIO John Maher!

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CCR Listed on Forbes Best in State 2021

By CCR WM | April 1, 2021

CCR is honored to be listed as #8 on the Forbes list of Best in State Wealth Advisors

February 2021 Market Outlook

February 2021 Market Outlook

By CCR Investment Committee | February 10, 2021

Take a look into the current state of the market with our February 2021 market outlook, written by CIO John Maher!

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CCR & Edu4Retirement Merger

By CCR WM | January 30, 2021

We are thrilled to announce that we will be merging with Edu4Retirement!

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DCF Winter Items Donation 2020

By CCR WM | December 21, 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

2020 Post Election Q&A

By CCR WM | November 10, 2020

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.

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