CCR Insights

Our five-step process: We provide the framework and the solutions to help you select flexible,cost effective group health and life plans that provide the best possible coverage.

An Objective, Carefully Tailored Process Through a seven-step process, we work with you to define, analyze,meet and monitor your firm’s retirement plan goals.

Listen to our advisor Rich Moore ask Emily Tetreault of Rosen & Associates questions on what DSO’s are and what the advantages and disadvantages are.

What is ESG investing?

The corporate bond market has gotten riskier. Why? What should we do in our portfolio?

How do the tariffs impact consumers and the equity markets?

How do the markets react to Fed decisions? Should we expect an interest rate cut soon?

Below is a summary video of our current market outlook. As always, please let us know if you have any questions or would like to discuss any topic further.Enjoy!

The Moral Hazard of the “Fed Put” We seem to be significantly in the minority in our views that an interest rate cut at the end of this month is not justified and is potentially detrimental. Continue reading below.

The first half of 2019 has not been without its fits and starts. As we expected, market volatility has been the norm thus far. We are continually striving for a better client experience and have begun utilizing streaming media to deliver market updates and other content. We hope you enjoy this video update on our firm. Thank you for […]

Operation Playhouse is a unique program that benefits local veterans and military families and their children. The playhouses provide a special place for family members to bond, play, dream, and think. It is a “home” of their own. CCR built this Mickey Mouse theme playhouse and was able to present it to the family at […]

Listen to one of our advisors and Certified Financial Planners, Andrew Bonetti discuss the basic steps you should take in planning for your future.

Each year CCR raises money and participates in the local March of Dimes March for Babies walk in Worcester, MA.

Click here to view the April 2019 Market Outlook Video 1. What is PMI? 00:302. Yield Curve 04:293. Non-US Shift 12:334. Late cycle characteristics 15:43

Click here for a short 4 minute recap video of last months market outlook and a brief introduction to topics that will be discussed in our next market outlook coming soon.

Please see below for our March 2019 Market Outlook. https://conta.cc/2KAncFE

Joe discusses 3 focus points to assist plan participants in making the most out of their 401k retirement plan.

Currently there is more than $1.5 trillion of outstanding student loan debt in the country.  This topic is a growing concern for many of our clients and our client’s children.  Here are a few keys to understanding student loans and how to effectively manage them.

CCR is honored to be listed as #12 on the Forbes list of Best in State Wealth Advisors https://www.forbes.com/best-in-state-wealth-advisors/#4d1caee2291d The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative data, such as revenue trends, assets under management, compliance records and best practices, gathered by Shook Research through telephone and in-person interviews.  […]

There is a current scam regarding Social Security going around the country right now that we would like you to be aware of. The scam comes in many different forms, but essentially the scammers state that your SSN has been suspended and to call a certain number to resolve the issue before it is too […]