November 2021 Market Outlook
Take a look into the current state of the market with our November 2021 market outlook, written by CIO John Maher!
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Five Estate Considerations for the LGBTQ+ Community
Members of the LGBTQ+ community face challenges in having their relationships being considered equal in the eyes of the government.
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Secure Act Whitepaper
More than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy.
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July 2021 Market Outlook
Take a look into the current state of the market with our July 2021 market brief, written by CIO John Maher!
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June 2021 Market Outlook
Take a look into the current state of the market with our June 2021 market outlook, written by CIO John Maher!
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Happy Earth Day!
Let our experience and guidance help grow the financial seeds you’ve worked hard to plant.
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CCR Listed on the Top DC Advisor Teams for 2020
We are ecstatic to be listed on the Top DC Advisor Teams again for 2020!
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April 2021 Market Update and Q&A
Take a look into the current state of the market with our April 2021 market outlook, written by CIO John Maher!
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CCR Listed on Forbes Best in State 2021
CCR is honored to be listed as #8 on the Forbes list of Best in State Wealth Advisors
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February 2021 Market Outlook
Take a look into the current state of the market with our February 2021 market outlook, written by CIO John Maher!
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CCR & Edu4Retirement Merger
We are thrilled to announce that we will be merging with Edu4Retirement!
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DCF Winter Items Donation 2020
We collected over 50 pairs of pajamas and an entire bag each of boys underwear, girls underwear, gloves, and hats for DCF!
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2020 Post Election Q&A
Our CIO John Maher, CFA, answers 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.
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Election Year Retirement Mistakes
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…
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September 2020 Market Outlook
John Maher gives some comments on the current political landscape and its potential economic impact, as well as the concept of Total Return vs. Yield.
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July 2020 Market Outlook
Most will come to learn that the best days, weeks or even quarters tend to follow the worst days, weeks and quarters. Asset allocation is designed to bridge this gap.
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Feeding the Front Line at Tufts Medical Center
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,…
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Feeding the Front Line at UMass Memorial Medical Center
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!
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Wildflower – Helping Kids Rediscover Life After Loss
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…
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Happy Earth Day
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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April 2020 Market Outlook
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
A recent Executive Order & amendments extend grace periods and grant other rights under your life insurance policy or annuity contract.
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Update for Retirement Plan Participants
As we work our way through this difficult time, we want to remind you that your retirement team at CCR Wealth Management is here to help.
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Update for Retirement Plan Sponsors
The Cares Act was recently signed into law and it will provide several meaningful benefits for retirement plan participants.
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COVID-19 Update
Let’s discuss what investors “should do” in response to COVID’s impact on the markets.
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