Wildflower – Helping Kids Rediscover Life After Loss
Wildflower is an amazing organization that helps kids that have dealt with loss in their life. Their gala event had to be canceled this year, but we are proud to be a sponsor. Being a kid means enjoying time to daydream, play and grow. When a child loses a parent, that carefree time can be…
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Happy Earth Day
Although the Earth Day cleanup has been cancelled this year due to COVID-19 we are proud to support the Regional Environmental Council and all they do to create healthy and sustainable communities.
Read MoreMarket Outlook April 2020
Given the events of the last six weeks, sitting down to a keyboard to tap out thoughts that might be considered illuminating seems daunting. This is especially true given a clientele-readership which has largely been forced to sequester themselves with the media for weeks on end rather than going about their usual daily business.
Read MoreNY Executive Order – Insurance & Annuity Extended Grace Periods
A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services (“Department”), extend grace periods and give you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a…
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Update for Retirement Plan Participants
As we work our way through this difficult time, we wanted to reach out to remind you that your retirement team at CCR Wealth Management is here to help. As the Advisors to your workplace retirement program, we’re here to help you continue to make progress towards retirement despite the challenging environment we find ourselves…
Read MoreUpdate for Retirement Plan Sponsors
We are all trying to acclimate to our new reality and find the most effective ways to protect our families, friends and businesses through this crisis. In that spirit, we wanted to reach out to remind you that your retirement team is here to serve as a resource through this challenging time. Whether you’d like…
Read MoreCOVID-19 Update
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.
Read MoreCOVID-19 and the Markets
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.
Read MoreFebruary 2020 Market Outlook Video
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.
Read MoreJanuary 2020 Outlook
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.
Read MoreBehind the Trade War
-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,…
Read MoreMaximizing Health Insurance Plan Benefits
Listen to our advisor Mike Rousseau discuss ways to make sure that you are taking full advantage of your health plan benefits.
Read MoreLife Insurance
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.
Read MoreHow Charitable Giving Can Lower Your 2019 Tax Bill
Many investors are confused after recent changes to federal tax laws.
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CCR named to the 2019 edition of the Financial Times 401 Top Retirement Advisers
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.
Read MoreInvesting in the Cannabis Industry
Learn more about investing in the cannabis market.
Read MoreInterest Rate Outlook
October market outlook part 3.
Read MoreActive vs. Passive Investments
October market outlook part 2.
Read MoreMarket Outlook/Commodities
Intro to our October 2019 Market Outlook and a discussion on Commodities.
Read MoreOctober Market Outlook Summary
A brief outlook before a more detailed one is published.
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