CCR Insights

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CCR & Aita Financial Merger

By CCR WM | December 15, 2021

CCR is thrilled to give our clients the opportunity to benefit from Aita Financial’s team of professionals.

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2022 Tax Planning Whitepaper

By CCR WM | December 13, 2021

Download our latest resource, designed to help you stay prepared for the upcoming 2022 tax season.

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2021 China Regulations Commentary

By CCR WM | December 10, 2021

Investment Analyst and CFA Chloe Gu takes a look at recent regulatory news out of China, including commentary on CCR Wealth Management’s outlook on the future of investing in China.

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November 2021 Market Outlook

By CCR WM | November 19, 2021

Take a look into the current state of the market with our November 2021 market outlook, written by CIO John Maher!

Estate Considerations for the LGBTQ Community

Five Estate Considerations for the LGBTQ+ Community

By CCR WM | November 1, 2021

Members of the LGBTQ+ community face challenges in having their relationships being considered equal in the eyes of the government.

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Secure Act Whitepaper

By CCR WM | August 17, 2021

More than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy.

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