CCR Insights

What's New With CCR

2020 Post Election Q&A

By CCR WM | November 10, 2020

Please see the recording of our Live Post Election Q&A with our Chief Investment Officer, John Maher, CFA who answered questions on the effect of the election on the US/China relationship, the probability of a fiscal stimulus plan, growth vs. value stocks, yields, and if you can expect a tax increase in 2021.

Read More

Election Year Retirement Mistakes

By CCR WM | October 23, 2020

We want to make sure we are staying in touch with our clients and their staff and helping relieve any retirement related stress they may be experiencing as we work through this unique period of time. With that goal in mind, we put together the attached video for the staff to offer some perspective on…

Read More

September 2020 Market Outlook

By CCR WM | September 9, 2020

Thank you to everyone who attended the Live Market Update and Q&A webinar on Wednesday. John Maher gave some comments on the current political landscape and its potential economic impact, as well as the concept of Total Return vs. Yield. We received many great questions for John to answer, thank you to all who submitted them. Please…

Read More

July 2020 Market Outlook

By CCR WM | July 9, 2020

This was the headline in the Wall Street Journal on July 1st.  CCR Wealth Management sent out e-mails to our clients in February and early March cautioning against reactionary trading during sharp market declines.  On March 13th we wrote: “Most will come to learn that the best days, weeks or even quarters tend to follow…

Read More

Feeding the Front Line at Tufts Medical Center

By CCR WM | May 15, 2020

Using funds the CCR Charity and Community Responsibility Committee raised from our ‘Snack Shack’ sales we were able to send 40 meals from 5 Spices House to Tufts Medical Center in Boston, MA. We received this nice note of from them:“Thank you so much, we have fed our Pediatric ICU and Pediatric Bone Marrow Transplant team with your donation,…

Read More

Feeding the Front Line at UMass Memorial Medical Center

By CCR WM | May 13, 2020

CCR is grateful for the front line workers at UMass Memorial Medical Center and the wonderful program set up by Quinn’s Irish Pub to feed them!

Read More

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…

Read More

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.

Read More

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.

Read More

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…

Read More

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…

Read More

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…

Read More

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.

Read More

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.

Read More

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. 

Read More

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.

Read More

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,…

Read More

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.

Read More

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.

Read More

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.

Read More