Are Financial Advisors Still Relevant in a Digital World? (Whitepaper)
Are Financial Advisors Still Relevant in a Digital World? Here’s a guide to determining if you should work with a financial advisor.
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Forbes Best In State 2022
CCR is honored to be listed #11 in the state of MA on the Forbes list of Best in State Wealth Advisors!
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CCR Listed on the Top DC Advisor Teams for 2021
CCR Wealth Management is pleased to be listed again on the Top DC Advisor Teams for 2021!
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Continue to Care for Your Family: Final Expense Insurance
For those shopping for life insurance and looking for ways to help their family even after they are gone, final expense insurance could be one alternative to consider.
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1099s & Working With a Tax Preparer
Financial Planner Jonathan Lilja discusses 1099s, when to expect them, and how to choose a CPA or tax preparer for the upcoming tax season. Don’t wait to seek professional help as many CPAs are simply too busy to pick up new clients!
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Behavioral Finance & Market Outcomes Ebook
Behavioral biases have a proven, negative effect on investor outcomes. We draw from the annual Dalbar Quantitative Analysis of Investor Behavior report in quantifying their effect on individuals’ portfolio returns, and explore both Cognitive and Emotional biases as well as discussions of specific behaviors common among investors.
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January 2022 Market Outlook
2022 is a mid-term election year, which also brings change, often. It would not surprise us if change were also afoot among the public’s perceptions of the power they have granted to governments.
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The Great Spending Balance
Explore some smart strategies to address with your financial professional—ensuring that you’re able to enjoy your life in the present, while still building a solid foundation for your future.
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Year-End Tax Planning Tips
If you think tax-saving strategies are too complicated, you could be missing out on tax savings!
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CCR & Aita Financial Merger
CCR is thrilled to give our clients the opportunity to benefit from Aita Financial’s team of professionals.
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2022 Tax Planning Whitepaper
Download our latest resource, designed to help you stay prepared for the upcoming 2022 tax season.
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2021 China Regulations Commentary
Investment Analyst and CFA Chloe Gu takes a look at recent regulatory news out of China, including commentary on CCR Wealth Management’s outlook on the future of investing in China.
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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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