CCR Insights

Categories

46

Got Dental Student Loan Debt? Some Tricks to Help You Tackle It

By Michael Rousseau, CFP® | October 5, 2016

Student loan debt can inhibit dentists’ ability to save money, plan for retirement, buy a house, or get married. There’s a way to alleviate the debt.

47

Think Personal Disability Insurance Isn’t Important for Dentists? Think Again

By Michael Rousseau, CFP® | August 23, 2016

What happens to your family should you become disabled and unable to perform your job as a dental professional? It’s a good idea to buy disability insurance.

37

Mid 2016 Market Outlook

By CCR Investment Committee | July 6, 2016

Here at the mid-point of 2016 it’s worth noting the remarkable turn of events, both inside and outside of the financial world we professionals occupy.

48

Top Insurance Strategies For Small Business Owner Clients

By Michael Rousseau, CFP® | June 25, 2016

As financial advisors, we’ve all encountered small business owner clients who are living the American dream.

36

May 2016 Market Outlook

By CCR Investment Committee | May 25, 2016

In today’s hyper-connected world with media outlets “screaming” headlines to attract eyeballs, it is nearly impossible to separate fact from narrative.

ebb0d90c-9fa9-4fc1-933b-3b6c1edbd663

Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year

By CCR WM | May 20, 2016

We are honored to be awarded the Ensemble of the Year award from Cetera® Advisors.

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.
SUBMIT