CCR Insights

CCR Insights

COVID-19 Update

By CCR WM | March 2, 2020

Conveying two seemingly juxtaposed ideas simultaneously is not an easy task—and perhaps it is a futile undertaking. Given the battle occurring across the investment universe (and at our firm) between a real, globally widespread health concern and the more personal question of what investors “should do” about it—we feel compelled to give it a shot.

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COVID-19 and the Markets

By CCR WM | February 26, 2020

Yesterday’s 3 ½% drop in broad US equity markets in response to news of a sharp increase in the number of reported COVID-19 (or Coronavirus) infections outside China over the weekend has many investors understandably concerned.

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February 2020 Market Outlook Video

By CCR WM | February 14, 2020

Below is the February 2020 Market Outlook video presented by our CIO, John Maher where he discusses analyzing forecasters, valuations, earnings, and their effects on the markets. 

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January 2020 Outlook

By CCR WM | January 27, 2020

Read our latest outlook for a comprehensive global review including the Yield Curve Reversion, US-China Trade War Tariffs, the Coronavirus, and the US and Non US Markets.

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Behind the Trade War

By CCR WM | November 12, 2019

-A discussion about
East and West, China and America

In this outlook, we
are happy to include our in-house analyst Shiqi (Chloe) Gu, CFA in our
discussion. Chloe was born and raised in Shanghai, China. As a native
Chinese, she provides the knowledge of culture behind the Chinese position, and
her insights on the US-China Relationship, Chinese
Millennial’s
, the Hong Kong issue and a central
government system
.

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Maximizing Health Insurance Plan Benefits

By Michael Rousseau, CFP® | November 1, 2019

Listen to our advisor Mike Rousseau discuss ways to make sure that you are taking full advantage of your health plan benefits.

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Life Insurance

By CCR WM | November 1, 2019

Listen to one of our advisors Tom Neilan discuss the different types of life insurance and when they are appropriate pieces of a financial plan.

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How Charitable Giving Can Lower Your 2019 Tax Bill

By Mark Palmerino | October 24, 2019

Many investors are confused after recent changes to
federal tax laws

By Mark Palmerino

October 15, 2019

https://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/articles/how-charitable-giving-can-lower-your-2019-tax-bill

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CCR named to the 2019 edition of the Financial Times 401 Top Retirement Advisers

By CCR WM | October 15, 2019

We are proud to announce we have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US.

The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2019).The FT 401 is based on data gathered from advisors,

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Investing in the Cannabis Industry

By CCR WM | October 14, 2019

October Market Outlook Part 4

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Interest Rate Outlook

By CCR WM | October 14, 2019

October Market Outlook Part 3

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Active vs. Passive Investments

By CCR WM | October 14, 2019

October Market Outlook Part 2

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Market Outlook/Commodities

By CCR WM | October 14, 2019

Intro to our October 2019 Market Outlook and a discussion on Commodities

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October Market Outlook Summary

By CCR WM | October 10, 2019

A brief outlook before a more detailed one is published.

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Cyber-security

By CCR WM | September 10, 2019

Learn what you need to be doing to safeguard yourself against Cyber-security and Identity Theft.

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CCR Group Health & Life Insurance Process

By CCR WM | August 20, 2019

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.

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CCR Corporate Retirement Plan Process

By CCR WM | August 20, 2019

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.

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What is a Dental Service Organization (DSO)?

By CCR WM | August 6, 2019

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.

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Environmental, social and corporate governance

By CCR Investment Committee | July 23, 2019

What is ESG investing?

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Corporate Bond Market

By CCR Investment Committee | July 23, 2019

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

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