CCR Insights

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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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Election Year Retirement Mistakes

By CCR WM | October 23, 2020

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…

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September 2020 Market Outlook

By CCR WM | September 9, 2020

John Maher gives some comments on the current political landscape and its potential economic impact, as well as the concept of Total Return vs. Yield.

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July 2020 Market Outlook

By CCR WM | July 9, 2020

Most will come to learn that the best days, weeks or even quarters tend to follow the worst days, weeks and quarters.  Asset allocation is designed to bridge this gap.

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