CCR Insights

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37

Mid 2016 Market Outlook

By CCR Investment Committee | July 6, 2016

Here at the mid-point of 2016 it’s worth noting the remarkable turn of events, both inside and outside of the financial world we professionals occupy.

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Top Insurance Strategies For Small Business Owner Clients

By Michael Rousseau, CFP® | June 25, 2016

As financial advisors, we’ve all encountered small business owner clients who are living the American dream.

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May 2016 Market Outlook

By CCR Investment Committee | May 25, 2016

In today’s hyper-connected world with media outlets “screaming” headlines to attract eyeballs, it is nearly impossible to separate fact from narrative.

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Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year

By CCR WM | May 20, 2016

We are honored to be awarded the Ensemble of the Year award from Cetera® Advisors.

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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