CCR Insights

CCR Insights

Wildflower – Helping Kids Rediscover Life After Loss

By CCR WM | April 30, 2020

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 lost. That’s where Wildflower comes in.

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Happy Earth Day

By CCR WM | April 22, 2020

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.

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Market Outlook April 2020

By CCR WM | April 15, 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.

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NY Executive Order – Insurance & Annuity Extended Grace Periods

By CCR WM | April 14, 2020

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 result of the novel coronavirus (“COVID‑19”) pandemic. These grace periods and rights are currently in effect but are temporary, though they may be extended further. 

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Update for Retirement Plan Participants

By CCR WM | April 13, 2020
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 in. Now that a disrupted 1st quarter has ended, it might be a great time to schedule a 15-minute call or web meeting with us to review your retirement outlook.
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Update for Retirement Plan Sponsors

By CCR WM | April 7, 2020

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 to review your investment allocation, discuss ways to access funds or just need someone to engage and reassure your employees – we are here and ready to assist.

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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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