CCR Insights

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14

Bitcoin Is Likely to Gain Widespread Acceptance

By John Maher, CFA | December 11, 2017

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

By John Maher, CFA | November 24, 2017

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

By Mark Palmerino | October 12, 2017

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

By CCR Investment Committee | October 12, 2017

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

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CCR named on the NAPA Top DC Advisor Firms

By CCR WM | September 26, 2017

NAPA has published its first-ever list of top defined contribution (DC) Advisor Firms, and CCR is honored to be included!

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CCR named on the 2017 Financial Times 401 Top Retirement Plan Advisors

By CCR WM | September 26, 2017

Richard Moore is pleased to announce that he has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers.

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