CCR Insights

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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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Hat & Mitten Drive for DCF

By CCR WM | December 15, 2015

We held a Coat, Hat & Mitten drive for the local office of the Department of Children and Families and were overwhelmed with the support of our staff, family, and friends.

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October 2015 Market Outlook

By CCR Investment Committee | October 25, 2015

We had occasion to attend a luncheon and meet former Federal Reserve Chairman Ben Bernanke who was the featured speaker.

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July 2015 Market Outlook

By CCR Investment Committee | July 25, 2015

Some clients may be required to adjust their own portfolio expectations & strategy in pursuit of the return required of their financial plan.

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Donation to the Franklin Food Pantry

By CCR WM | June 30, 2015

We were able to donate 71lbs of food to the Franklin Food Pantry running the “Breakfast Month”!

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Volunteering at the Veterans Inc Stand Down Event

By CCR WM | June 19, 2015

The CCR Charity group was able to donate 100 bags full of hygiene items to the Veterans Inc Stand Down event in Worcester, MA. Over the two days we served food, cleaned, sorted clothes, and anything else to make the event run smoothly.

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