CCR Insights

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 […]

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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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US – China Dispute

By CCR Investment Committee | July 23, 2019

How do the tariffs impact consumers and the equity markets?

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Interest Rates

By CCR Investment Committee | July 23, 2019

How do the markets react to Fed decisions? Should we expect an interest rate cut soon?

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July 2019 Market Outlook Summary

By CCR Investment Committee | July 23, 2019

Below is a summary video of our current market outlook. As always, please let us know if you have any questions or would like to discuss any topic further.Enjoy!

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July Market Outlook

By CCR Investment Committee | July 19, 2019

The Moral Hazard of the “Fed Put” We seem to be significantly in the minority in our views that an interest rate cut at the end of this month is not justified and is potentially detrimental. Continue reading below.

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What’s New with CCR

By CCR WM | June 26, 2019

The first half of 2019 has not been without its fits and starts. As we expected, market volatility has been the norm thus far. We are continually striving for a better client experience and have begun utilizing streaming media to deliver market updates and other content. We hope you enjoy this video update on our firm. Thank you for […]

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Habitat for Humanity – Operation Playhouse

By CCR WM | June 7, 2019

Operation Playhouse is a unique program that benefits local veterans and military families and their children. The playhouses provide a special place for family members to bond, play, dream, and think. It is a “home” of their own. CCR built this Mickey Mouse theme playhouse and was able to present it to the family at […]

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Financial Planning & Wellness

By CCR WM | June 6, 2019

Listen to one of our advisors and Certified Financial Planners, Andrew Bonetti discuss the basic steps you should take in planning for your future.

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March for Babies

By CCR WM | May 7, 2019

Each year CCR raises money and participates in the local March of Dimes March for Babies walk in Worcester, MA.

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