CCR Insights

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Earth Day 2016

Earth Day Cleanup

By CCR WM | April 22, 2016

We had a great turnout for our annual Earth Day cleanup.

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Four Ways Financial Advisers Should Help Retirement Plan Sponsor Clients Avoid a Dol Audit

By CCR WM | April 15, 2016

Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.

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David Borden Named to 2016 Financial Times 400 Top Financial Advisers

By CCR WM | March 26, 2016

David Borden Named to 2016 Financial Times 400 Top Financial Advisers.

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Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses

By Mark Palmerino | March 25, 2016

For business owners, few things are more terrifying than a potential IRS tax audit.

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Four Ways to Prep for Retirement in Mass.

By CCR WM | March 15, 2016

Thanks to the financial crisis and the accommodative Federal Reserve policies that have followed, interest rates are no longer supportive of a simple retirement approach.

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January 2016 Market Outlook

By CCR Investment Committee | January 15, 2016

The flaw in compartmentalized thinking for an investor is that we tend to place too much weight on the investment outcomes of a particular calendar year when it bears virtually no impact on long term investment results.
                                                                           –CCR Wealth Management Outlook, February 2015

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