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 and the Markets
A 3 ½% drop in broad US equity markets in response to rising COVID-19 cases has many investors understandably concerned.
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February 2020 Market Outlook Video
John Maher, CIO, discusses analyzing forecasters, valuations, earnings, and their effects on the markets in this February Market Outlook.
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January 2020 Outlook
Read our latest outlook for a comprehensive global review including the Yield Curve Reversion & US-China Trade War Tariffs.
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November 2019 Market Outlook – Behind the Trade War
We think closing the per capita gap between Chinese and American citizens will be the key to more harmonious relations. East meets West will most likely be a competitive contest for decades to come.
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Maximizing Health Insurance Plan Benefits
Advisor Mike Rousseau discusses ways to make sure you are taking full advantage of your health plan benefits.
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Life Insurance
Advisors Tom Neilan discusses different types of life insurance and when they are appropriate pieces of a financial plan.
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How Charitable Giving Can Lower Your 2019 Tax Bill
Many investors are confused after recent changes to federal tax laws.
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CCR Named to the 2019 Edition of the Financial Times 401 Top Retirement Advisers
We are proud to be 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.
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October 2019 Market Outlook IV: Investing in the Cannabis Industry
Learn more about investing in the cannabis market in part 4 to our October 2019 Market Outlook.
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October 2019 Market Outlook III: Interest Rate Outlook
Learn more about interest rates in part 3 to our October 2019 Market Outlook
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October 2019 Market Outlook II: Active vs. Passive Investments
Learn more about active vs passive investments in Part 2 of the October 2019 market outlook.
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October 2019 Market Outlook I: Market Outlook/Commodities
Learn more about commodities in the Intro to our October 2019 Market Outlook
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October 2019 Market Outlook Summary
A brief outlook into the October 2019 market outlook before a more detailed version is published.
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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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