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Community Harvest 2018

By CCR WM | September 7, 2018

CCR harvested eggplant, tomatoes and peppers for the Community Harvest Project, a non-profit farm that grows fresh fruits and vegetables for the community.

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Post-College Financial Planning And Debt Relief Tips For Your Clients’ Children

By Jonathan Albano, CFP® | August 8, 2018

CCR Partner Jonathan Albano offers three important points of guidance for financial advisors working with clients who have children who have recently graduated from college.

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CCR listed as a Top Firm by AUM 2018

By CCR WM | July 30, 2018

CCR has been named once again to Accounting Today’s annual ranking of the Top 150 CPA Firms by Assets Under Management.

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July 2018 Live Market Update Video

By CCR Investment Committee | July 26, 2018

Watch a Live Market Outlook from CCR Wealth Managements CIO, John Maher and Partner and Financial Planner, Jonathan Albano to gain their insights on the current market and economic conditions.

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Setting Client Expectations in a Volatile Investment Environment

By John Maher, CFA | July 6, 2018

As volatility becomes the norm and double-digit gains become an anomaly, it’s time to boost your contacts with your clients to keep them content.

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Veterans Inc. – Stand Down 2018

By CCR WM | June 7, 2018

This year we supported the Stand Down event by collecting socks of all types to be donated to the vets.

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