CCR Insights

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

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 […]

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.

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