CCR Insights

The chart nearby is what we call a “periodic table” of asset-type returns.  Not only does the chart depict the return each calendar year of major stock and bond asset classes for the last 14 years or so, it also tracks a hypothetical diversified portfolio that is approximately 60% equities and 40% fixed income comprised […]

Proud to sponsor the @CFABoston #CFABMarketDinner. Always an incredible event with industry colleagues and top-notch speakers.

It’s Tax Time Again! Please see the video below presented by Lisa Comeau on important tax time information. We have also listed Frequently Asked Questions below. Tax time FAQ’s When will I get my tax documents so I can or my accountant can file my tax return? Pershing, our clearing firm has the tax document […]

Wag the Dog A 1997 dark comedy starring Dustin Hoffman and Robert DeNiro, “Wag the Dog” was a film in which a Hollywood director and a spin-doctor collude to fabricate a war in order to distract voters from a presidential sex-scandal.  Hilarity ensues.  Of course, the irony was that the movie was released just two […]

WOW – we just filled our entire 18 foot table with 65 COATS and 16 HATS/MITTENS for the local Department of Children and Families office!!!! Thank you all so much for your support. CCR Charity & Community Responsibility Committee

The Internal Revenue Service today announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019. https://www.irs.gov/newsroom/401k-contribution-limit-increases-to-19000-for-2019-ira-limit-increases-to-6000

Proud of our firm for being recognized by the National Association of Plan Advisors (NAPA) for our service in the retirement plan market. 2018 Top DC Advisor Teams

Listen and watch a Market Outlook Video from CCR Wealth Management’s CIO, John Maher and Partner and Financial Planner, Jonathan Albano to gain their insights on the current market and economic conditions.

A sizeable chunk of the CFA curriculum* is made up of a combination of pension accounting and institutional portfolio management (both principles and practices).  Since we can already sense your eyes glazing over, we will keep this a very high-altitude discussion.  We bring it up because in years like 2018, we receive numerous questions and […]