CCR Insights

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22

Four Tips For Clients Thinking About Buying a Vacation Home

By Michael Rousseau, CFP® | June 9, 2017

Even if a client can afford a second home, there are wide array of long-term planning considerations to take into account.

19

How Over-Emphasizing Tax Deductions Can Get Your Clients Into Trouble

By Jonathan Albano, CFP® | May 22, 2017

Now that the tax season is over, this is perhaps the slowest time on the calendar for many financial advisers.

20

How To Best Support Politically Divided Couples

By Mark Palmerino | May 8, 2017

Married couples tend to have political views that are relatively in sync, but not always.

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March of Dimes March for Babies 2017

By CCR WM | May 1, 2017

Check out Team CCR at the Worcester, MA Walk for Babies.

33

April 2017 Market Outlook

By CCR Investment Committee | April 27, 2017

If we can recognize within ourselves which biases have tended to define our investment approaches, then we are taking the first step toward improving our results already.

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Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference 2017

By CCR WM | April 11, 2017

CCR is honored to be awarded the 2017 Ensemble of the Year by Cetera® Advisors.

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