CCR Insights

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26

How Advisors Can Help Clients Facing an Empty Nest

By Michael Rousseau, CFP® | April 19, 2018

Michael Rousseau discusses the importance of supporting your clients facing an empty nest.

earth day

Earth Day Cleanup 2018

By CCR WM | April 7, 2018

Each year we choose a local spot that needs to be cleaned up in honor of Earth Day.

13

Why Advisors Should Keep Politics Out of Portfolios

By Jonathan Albano, CFP® | April 5, 2018

In Keeping Politics Out of the Portfolio, published on ThinkAdvisor.com, Jonathan Albano talks about the importance of taking a clients politically fueled emotions out of their investing strategy.

28

February 2018 Live Market Update Video

By CCR Investment Committee | February 14, 2018

View our inaugural live market update with our Chief Investment Office, John Maher.

25

Thinking of Selling Your Dental Practice? 4 Things You Should Know

By Mark Palmerino | January 16, 2018

Mark Palmerino gives his key considerations any dental practice owner should be thinking about as you begin to mull a sale of your business.

Jan 2018

January 2018 Market Outlook

By CCR Investment Committee | January 15, 2018

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. 

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