CCR Insights

Investment Experts On Debt Ceiling: Don’t Panic

By John Maher, CFA | July 29, 2011

With much of the U.S. media focused on the showdown in Washington over the debt ceiling, Central Massachusetts financial advisors are getting their share of calls from concerned investors. Their message: Don’t get too worried. Read the article here

Read More

July 2011 Outlook

By CCR Investment Committee | July 25, 2011

We have made general market commentaries in many recent portfolio reviews on the seemingly déjà vu aspects to this Spring and Summer’s market movements, and accompanying economic and fiscal “narrative” as compared to those of a year ago. To briefly recap; the current state of the US stock market is one that is down from […]

Read More

Clients Come Out of Their Shells

By CCR Admin | June 16, 2011

Dow Jones NewsPlus – Clients Come Out Of Their Shells_1309353061331

Read More

April 2011 Outlook

By CCR Investment Committee | April 25, 2011

A client of ours called about 5 or 6 weeks ago in a bit of a panic.  In fairness, it wasn’t just this client—there were several—but for some reason this particular conversation comes to mind.  In short, the client’s question seemed to be when (not if) to get out of the market.  Of course the Dow and […]

Read More

January 2011 Outlook

By CCR Investment Committee | January 25, 2011

CCR Wealth Management greets the New Year with more sanguine market and economic reflections for our clients’ consideration—at last!  We view the confluence of several events over the last few months as constructive in nurturing an anemic US economic growth rate to more robust recovery in the next 12 to 24 months. 1)  Quantitative easing […]

Read More

November 2010 Outlook

By CCR Investment Committee | November 25, 2010

As we approach the end of another calendar year, we reflect not just on the events and developments of 2010, but on the decade that this month concludes.  We think it’s an opportune moment to deliberately step back from the trees, and to view the forest.  Doing so, in some ways, offers a mental respite […]

Read More

August 2010 Outlook

By CCR Investment Committee | August 25, 2010

The market volatility we have all experienced in the last two weeks, and especially the last few days has all investors understandably on-edge.  “Words of Wisdom” that attempt to explain recent global sell-offs, rallies, and outline the near future (given the present circumstances), run the risk of getting too far out in front of ever-evolving […]

Read More

June 2010 Outlook

By CCR Investment Committee | June 25, 2010

At we write, stocks are off some 12.5% from their April 26 highs (as measured by the S&P 500).  As investors ourselves, we share the nauseating feeling with our clients at seeing recent 200, 300, and 700 point intra-day drops in the Dow—we’ve been here before, only too recently.  However, as investment professionals, believe it […]

Read More

January 2010 Outlook

By CCR Investment Committee | January 25, 2010

“A cynic is not merely one who reads bitter lessons from the past,             he is one who is prematurely disappointed in the future.”                                                                                                 -Sidney J. Harris The Dow Jones Industrial Average traversed over 4154 points in 2009—equating to a 64.36% rise from the March lows—accomplished in less than 9 months!  While we were […]

Read More