Post-College Financial Planning And Debt Relief Tips For Your Clients’ Children
CCR Partner Jonathan Albano offers three important points of guidance for financial advisors working with clients who have children who have recently graduated from college.
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CCR listed as a Top Firm by AUM 2018
CCR has been named once again to Accounting Today’s annual ranking of the Top 150 CPA Firms by Assets Under Management.
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July 2018 Live Market Update Video
Watch a Live Market Outlook from CCR Wealth Managements CIO, John Maher and Partner and Financial Planner, Jonathan Albano to gain their insights on the current market and economic conditions.
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Setting Client Expectations in a Volatile Investment Environment
As volatility becomes the norm and double-digit gains become an anomaly, it’s time to boost your contacts with your clients to keep them content.
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Veterans Inc. – Stand Down 2018
This year we supported the Stand Down event by collecting socks of all types to be donated to the vets.
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March for Babies 2018
We had a great time at the March for Babies Walk in Worcester, MA – our tie-dye t-shirts went great with the purple!
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How Advisors Can Help Clients Facing an Empty Nest
Michael Rousseau discusses the importance of supporting your clients facing an empty nest.
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Earth Day Cleanup 2018
Each year we choose a local spot that needs to be cleaned up in honor of Earth Day.
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Why Advisors Should Keep Politics Out of Portfolios
In Keeping Politics Out of the Portfolio, published on ThinkAdvisor.com, Jonathan Albano talks about the importance of taking a clients politically fueled emotions out of their investing strategy.
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February 2018 Live Market Update Video
View our inaugural live market update with our Chief Investment Office, John Maher.
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Thinking of Selling Your Dental Practice? 4 Things You Should Know
Mark Palmerino gives his key considerations any dental practice owner should be thinking about as you begin to mull a sale of your business.
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January 2018 Market Outlook
2017 was a remarkable year. We jumped from a pessimistic tone in the media’s assessment of global markets and economics throughout 2016 to comparisons of the 1990’s technology stock-market bubble in the span of about six months.
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CCR listed on 2018 Forbes Top Advisors State by State
We are proud to be named on the distinguished list of Top Advisors for 2018 from Forbes.
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Bitcoin Is Likely to Gain Widespread Acceptance
Bitcoin advanced more than 70% during the third quarter and nosedived 25% over four days in mid-November only to rebound astronomically in the days since.
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Bitcoin for Beginners: 3 Things to Know Before You Invest
Bitcoin has been luring some investors with potentially huge rewards—and scaring others away with equally big risks.
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How to Help Small Business Owners Prep For a Sale
In How to Help Small Business Owners Prep for a Sale, Mark Palmerino gives four keys to assisting clients looking to retire.
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October 2017 Market Outlook
This quarter, we discuss Bitcoin and other “cryptocurrencies”.
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CCR named on the NAPA Top DC Advisor Firms
NAPA has published its first-ever list of top defined contribution (DC) Advisor Firms, and CCR is honored to be included!
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CCR named on the 2017 Financial Times 401 Top Retirement Plan Advisors
Richard Moore is pleased to announce that he has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers.
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Community Harvest 2017
CCR team members volunteered at the Community Harvest Project, a non-profit farm that grows fresh fruits and vegetables for the community.
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Cryptocurrencies & Bitcoin—Fad or Future?
Caveat Emptor may never have been a more fitting caution than for those looking to enter the cryptocurrency craze.
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What to Tell Clients Feeling Market Anxiety
How to have a clear-eyed, sober conversation with investors who feel the bull market is long in the tooth.
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Help Your Clients Avoid Disastrous Mistakes When Filling in College Funding Gaps
For parents sending their kids to college this year, the numbers are staggering: the average out-of-state tuition for a four-year public institution is nearly $25,000.
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July 2017 Market Outlook
This market has seemed to defy odds and expectations given the pressures of the current highly politicized environment.
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How Advisors Can Best Educate Clients About Online Financial Tools
Clients don’t rely on WebMD for serious medical concerns, so they shouldn’t trust fintech with all their investing, insurance and tax needs.
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