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commharvest 2017 (2)

Community Harvest 2017

By CCR WM | September 20, 2017

CCR team members volunteered at the Community Harvest Project, a non-profit farm that grows fresh fruits and vegetables for the community.

15

Cryptocurrencies & Bitcoin—Fad or Future?

By John Maher, CFA | September 19, 2017

Caveat Emptor may never have been a more fitting caution than for those looking to enter the cryptocurrency craze. 

17

What to Tell Clients Feeling Market Anxiety

By John Maher, CFA | September 6, 2017

How to have a clear-eyed, sober conversation with investors who feel the bull market is long in the tooth.

18

Help Your Clients Avoid Disastrous Mistakes When Filling in College Funding Gaps

By Jonathan Albano, CFP® | August 11, 2017

For parents sending their kids to college this year, the numbers are staggering: the average out-of-state tuition for a four-year public institution is nearly $25,000.

30

July 2017 Market Outlook

By CCR Investment Committee | July 25, 2017

This market has seemed to defy odds and expectations given the pressures of the current highly politicized environment.

21

How Advisors Can Best Educate Clients About Online Financial Tools

By Michael Rousseau, CFP® | July 6, 2017

Clients don’t rely on WebMD for serious medical concerns, so they shouldn’t trust fintech with all their investing, insurance and tax needs.

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