CCR Insights

Jan 2018

January 2018 Market Outlook

2017 was a remarkable year. We jumped from a pessimistic tone in the media’s assessment of global markets and economics throughout 2016 to comparisons of the 1990’s technology stock-market bubble in the span of about six months. 

wealth-advisors (1)

CCR listed on 2018 Forbes Top Advisors State by State

We are proud to be named on the distinguished list of Top Advisors for 2018 from Forbes.

14

Bitcoin Is Likely to Gain Widespread Acceptance

Bitcoin advanced more than 70% during the third quarter and nosedived 25% over four days in mid-November only to rebound astronomically in the days since.

23

Bitcoin for Beginners: 3 Things to Know Before You Invest

Bitcoin has been luring some investors with potentially huge rewards—and scaring others away with equally big risks.

16

How to Help Small Business Owners Prep For a Sale

In How to Help Small Business Owners Prep for a Sale, Mark Palmerino gives four keys to assisting clients looking to retire.

29

October 2017 Market Outlook

This quarter, we discuss Bitcoin and other “cryptocurrencies”.

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.

Please enter your name.
Please enter a message.