CCR Insights

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27

July 2018 Live Market Update Video

By CCR Investment Committee | July 26, 2018

Watch a Live Market Outlook from CCR Wealth Managements CIO, John Maher and Partner and Financial Planner, Jonathan Albano to gain their insights on the current market and economic conditions.

27

Setting Client Expectations in a Volatile Investment Environment

By John Maher, CFA | July 6, 2018

As volatility becomes the norm and double-digit gains become an anomaly, it’s time to boost your contacts with your clients to keep them content.

vets socks

Veterans Inc. – Stand Down 2018

By CCR WM | June 7, 2018

This year we supported the Stand Down event by collecting socks of all types to be donated to the vets.

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March for Babies 2018

By CCR WM | April 29, 2018

We had a great time at the March for Babies Walk in Worcester, MA – our tie-dye t-shirts went great with the purple!

26

How Advisors Can Help Clients Facing an Empty Nest

By Michael Rousseau, CFP® | April 19, 2018

Michael Rousseau discusses the importance of supporting your clients facing an empty nest.

earth day

Earth Day Cleanup 2018

By CCR WM | April 7, 2018

Each year we choose a local spot that needs to be cleaned up in honor of Earth Day.

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