CCR Insights

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2018_NAPA_TopDCTeams_Over

CCR Named to the 2018 NAPA Top DC Advisor Teams List

By CCR WM | December 13, 2018

CCR is proud to be recognized by the National Association of Plan Advisors (NAPA) for our service in the retirement plan market.

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November 2018 Market Outlook Video

By John Maher, CFA | November 19, 2018

Watch our latest Market Outlook Video to gain insights on the current market and economic conditions.

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Salvation Army Thanksgiving Dinner Distribution

By CCR WM | November 7, 2018

Our team volunteered at the Salvation Army’s Thanksgiving Dinner Distribution, where 2,000 families received a Thanksgiving Dinner including all the fixings.

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October 2018 Market Outlook

By CCR Investment Committee | October 25, 2018

This Outlook edition has (uncharacteristically) trod lightly on economic numbers and interest rate narratives. Suffice to say, the numbers have remained quite strong since our last e-mail in August.

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CCR listed on the Financial Times Top 401 Retirement Advisors

By CCR WM | September 27, 2018

We are proud to be named in the 2018 edition of the Financial Times 401 Top Retirement Advisers.

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How to Talk to Clients About Money and Marriage

By Michael Rousseau, CFP® | September 18, 2018

Talking to clients about their personal relationships may be awkward, but they are essential conversations to have for effective financial planning.

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