Westborough Firm Relocates Headquarters Ahead of Expansion
CCR Wealth Management has moved to new headquarters in Westborough in preparation for an upcoming expansion.
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Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan
Small business owners, consider a company-sponsored 401(k) or defined benefit plan for you and your employees.
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October 2016 Market Outlook
For some, higher mortgage payments may soon become a reality.
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Got Dental Student Loan Debt? Some Tricks to Help You Tackle It
Student loan debt can inhibit dentists’ ability to save money, plan for retirement, buy a house, or get married. There’s a way to alleviate the debt.
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Think Personal Disability Insurance Isn’t Important for Dentists? Think Again
What happens to your family should you become disabled and unable to perform your job as a dental professional? It’s a good idea to buy disability insurance.
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Mid 2016 Market Outlook
Here at the mid-point of 2016 it’s worth noting the remarkable turn of events, both inside and outside of the financial world we professionals occupy.
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Top Insurance Strategies For Small Business Owner Clients
As financial advisors, we’ve all encountered small business owner clients who are living the American dream.
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May 2016 Market Outlook
In today’s hyper-connected world with media outlets “screaming” headlines to attract eyeballs, it is nearly impossible to separate fact from narrative.
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Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year
We are honored to be awarded the Ensemble of the Year award from Cetera® Advisors.
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Earth Day Cleanup
We had a great turnout for our annual Earth Day cleanup.
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Four Ways Financial Advisers Should Help Retirement Plan Sponsor Clients Avoid a Dol Audit
Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.
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David Borden Named to 2016 Financial Times 400 Top Financial Advisers
David Borden Named to 2016 Financial Times 400 Top Financial Advisers.
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Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses
For business owners, few things are more terrifying than a potential IRS tax audit.
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Four Ways to Prep for Retirement in Mass.
Thanks to the financial crisis and the accommodative Federal Reserve policies that have followed, interest rates are no longer supportive of a simple retirement approach.
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January 2016 Market Outlook
The flaw in compartmentalized thinking for an investor is that we tend to place too much weight on the investment outcomes of a particular calendar year when it bears virtually no impact on long term investment results.
–CCR Wealth Management Outlook, February 2015
Hat & Mitten Drive for DCF
We held a Coat, Hat & Mitten drive for the local office of the Department of Children and Families and were overwhelmed with the support of our staff, family, and friends.
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October 2015 Market Outlook
We had occasion to attend a luncheon and meet former Federal Reserve Chairman Ben Bernanke who was the featured speaker.
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July 2015 Market Outlook
Some clients may be required to adjust their own portfolio expectations & strategy in pursuit of the return required of their financial plan.
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Donation to the Franklin Food Pantry
We were able to donate 71lbs of food to the Franklin Food Pantry running the “Breakfast Month”!
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Volunteering at the Veterans Inc Stand Down Event
The CCR Charity group was able to donate 100 bags full of hygiene items to the Veterans Inc Stand Down event in Worcester, MA. Over the two days we served food, cleaned, sorted clothes, and anything else to make the event run smoothly.
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CCR Funded a Local Schools Request for Gym Equipment
A local school posted a request for donations to purchase new equipment for their gym, and by raffling off tickets to a Patriots game we were able to fully fund their request!
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CCR Listed on the 2015 Financial Times Top 400
CCR is honored to be listed on the 2015 Financial Times Top 400 list.
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February 2015 Market Outlook
Investors are forced to choose between the boogey-man of actually rising interest rates, or the boogey-man of a 100% credit-bond portfolio.
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CCR Charity & Community Responsibility
We are proud to announce we have formalized our charitable endeavors with the creation of an internal committee, name and logo.
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CCR Listed on the 2014 CT Five Star Professionals
CCR is honored to be listed on the Connecticut Five Star Professionals list for 2014.
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