The Importance of Disability Income Insurance
Financial Consultant Dean Aita stresses the importance of disability income insurance. No matter your profession, it’s in your best interest to protect your most significant asset: your income!
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The Need for Disability Income Protection
The best way to protect yourself from the financial harm that a disability can cause is to purchase disability income insurance. But where do you start? Learn more in our newest whitepaper.
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Behavioral Finance I, II, & II Available on Youtube
Join John Maher, CFA and CIO, as he takes a deep dive into the comprehensive topic of Behavioral Finance.
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10 Tips for Small Business Owners
Small business owners should conduct an annual assessment of their personal finances. Here are 10 tips to follow in weighing a small business owner’s financial plan.
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How Diversification Can Help Small Business Owners Manage Risk
We hear all the time that spreading our portfolios’ holdings across many asset classes is the best defense against losses when the bears hit Wall Street. But as a business owner, there’s a good chance that your diversification strategy may not work as you intended. Here’s why.
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How A Financial Plan Helps Endure Market Volatility
Learn how financial plans incorporate market volatility and why building a durable plan is essential for reaching your financial goals during market downturns.
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SEP IRA vs Simple IRA vs Solo 401(k) for Self-Employed Individuals
Financial Planners Vincenzo Palmerino and Tim Ressler discuss the alternatives available for self-employed individuals who want to save for retirement but don’t have access to a typical retirement plan.
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Benefits of Working with a Financial Professional
Working with a financial professional allows you to design a financial strategy based on your unique needs and aspirations, for today and the future.
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Dollar-Cost Averaging
What is dollar-cost averaging and how can you implement it in your investment strategy? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss this simple investment strategy in their latest educational video!
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Six Wise Ways to Use Your Tax Refund
When your tax refund arrives, it can be tempting to spend it immediately. But there are ways that you can use your refund to your advantage.
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Are Financial Advisors Still Relevant in a Digital World? (Whitepaper)
A guide to determining if you should work with a financial advisor.
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Forbes Best In State 2022
CCR is honored to be listed #11 in the state of MA on the Forbes list of Best in State Wealth Advisors!
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CCR Listed on the Top DC Advisor Teams for 2021
CCR Wealth Management is pleased to be listed again on the Top DC Advisor Teams for 2021!
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Continue to Care for Your Family: Final Expense Insurance
For those shopping for life insurance and looking for ways to help their family even after they are gone, final expense insurance could be one alternative to consider.
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1099s & Working With a Tax Preparer
Financial Planner Jonathan Lilja discusses 1099s, when to expect them, and how to choose a CPA or tax preparer for the upcoming tax season. Don’t wait to seek professional help as many CPAs are simply too busy to pick up new clients!
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Behavioral Finance & Market Outcomes Ebook
Behavioral biases have a proven, negative effect on investor outcomes. We draw from the annual Dalbar Quantitative Analysis of Investor Behavior report in quantifying their effect on individuals’ portfolio returns, and explore both Cognitive and Emotional biases as well as discussions of specific behaviors common among investors.
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January 2022 Market Outlook
Change is afoot in the markets. 2022 is a mid-term election year which also brings change, often. It would not surprise us if change were also afoot among the public’s perceptions of the power they have granted to governments.
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The Great Spending Balance
Explore some smart strategies to address with your financial professional—ensuring that you’re able to enjoy your life in the present, while still building a solid foundation for your future.
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Year-End Tax Planning Tips
If you think tax-saving strategies are too complicated, you could be missing out on tax savings!
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2022 Tax Planning Whitepaper
In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal,…
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2021 China Regulations Commentary
Investment Analyst and CFA Chloe Gu takes a look at recent regulatory news out of China, including commentary on CCR Wealth Management’s outlook on the future of investing in China. Watch both parts below or on the CCR Youtube channel!
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November 2021 Market Outlook
In 2021-2022, with expectations having been guided by the Fed, the concept of “transient” inflation is openly debated among market watchers and other pundits.
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Five Estate Considerations for the LGBTQ+ Community
Members of the LGBTQ+ community have faced numerous challenges on the road to having their relationships being considered equal in the eyes of the government.
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Secure Act Whitepaper
The bill is intended to provide additional incentives to help people save more for retirement over a longer period of time, among other changes. The ideas behind the SECURE Act had been worked on for years before they were folded into a broader spending bill in late 2019. The bill passed on December 20, 2019,…
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April 2022 Market Outlook
Talk on the Street has increasingly included an outlook for a recession sometime in the near future. While this is far from being a certainty (and far from being a consensus opinion), we think it is worth exploring the reasoning behind it, and, perhaps dispelling some of the myths about recessions, market declines, and our power to stop either from besmirching our portfolios.
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