CCR Insights

CCR Insights

Cyber-security

By CCR WM | September 10, 2019

Learn what you need to be doing to safeguard yourself against Cyber-security and Identity Theft.

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CCR Group Health & Life Insurance Process

By CCR WM | August 20, 2019

Our five-step process:

We provide the framework and the solutions to help you select flexible,
cost effective group health and life plans that provide the best possible coverage.

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CCR Corporate Retirement Plan Process

By CCR WM | August 20, 2019

An Objective, Carefully Tailored Process

Through a seven-step process, we work with you to define, analyze,
meet and monitor your firm’s retirement plan goals.

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What is a Dental Service Organization (DSO)?

By CCR WM | August 6, 2019

Listen to our advisor Rich Moore ask Emily Tetreault of Rosen & Associates questions on what DSO’s are and what the advantages and disadvantages are.

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Environmental, social and corporate governance

By CCR Investment Committee | July 23, 2019

What is ESG investing?

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Corporate Bond Market

By CCR Investment Committee | July 23, 2019

The corporate bond market has gotten riskier. Why? What should we do in our portfolio?

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US – China Dispute

By CCR Investment Committee | July 23, 2019

How do the tariffs impact consumers and the equity markets?

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Interest Rates

By CCR Investment Committee | July 23, 2019

How do the markets react to Fed decisions? Should we expect an interest rate cut soon?

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July 2019 Market Outlook Summary

By CCR Investment Committee | July 23, 2019

Below is a summary video of our current market outlook. As always, please let us know if you have any questions or would like to discuss any topic further.
Enjoy!

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July Market Outlook

By CCR Investment Committee | July 19, 2019

The Moral Hazard of the “Fed Put”

We seem to be significantly in the minority in our views that an interest rate cut at the end of this month is not justified and is potentially detrimental. Continue reading below.

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What’s New with CCR

By CCR WM | June 26, 2019

The first half of 2019 has not been without its fits and starts. As we expected, market volatility has been the norm thus far. We are continually striving for a better client experience and have begun utilizing streaming media to deliver market updates and other content. We hope you enjoy this video update on our firm. Thank you for your continued trust and support.
Enjoy!
CCR Wealth Management

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Habitat for Humanity – Operation Playhouse

By CCR WM | June 7, 2019

Operation Playhouse is a unique program that benefits local veterans and military families and their children. The playhouses provide a special place for family members to bond, play, dream, and think. It is a “home” of their own. CCR built this Mickey Mouse theme playhouse and was able to present it to the family at the end of the day.

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Financial Planning & Wellness

By CCR WM | June 6, 2019

Listen to one of our advisors and Certified Financial Planners, Andrew Bonetti discuss the basic steps you should take in planning for your future.

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March for Babies

By CCR WM | May 7, 2019

Each year CCR raises money and participates in the local March of Dimes March for Babies walk in Worcester, MA.

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April 2019 Market Outlook

By CCR Investment Committee | May 1, 2019
Click here to view the April 2019 Market Outlook Video
1. What is PMI? 00:30
2. Yield Curve 04:29
3. Non-US Shift 12:33
4. Late cycle characteristics 15:43
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March/April Outlook Recap

By CCR Investment Committee | April 26, 2019

Click here for a short 4 minute recap video of last months market outlook and a brief introduction to topics that will be discussed in our next market outlook coming soon.

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Market Outlook March 2019

By CCR Investment Committee | April 12, 2019

Please see below for our March 2019 Market Outlook.

https://conta.cc/2KAncFE

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Three Retirement Focus Points

By CCR WM | April 6, 2019

Joe discusses 3 focus points to assist plan participants in making the most out of their 401k retirement plan.

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Keys to Managing Student Loans

By Michael Rousseau, CFP® | April 6, 2019

Currently there is more than $1.5 trillion of outstanding student loan debt in the country.  This topic is a growing concern for many of our clients and our client’s children.  Here are a few keys to understanding student loans and how to effectively manage them.

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CCR on Forbes Best in State List

By CCR WM | March 20, 2019

CCR is honored to be listed as #12 on the Forbes list of Best in State Wealth Advisors

https://www.forbes.com/best-in-state-wealth-advisors/#4d1caee2291d

The
Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of
qualitative data, such as revenue trends, assets under management, compliance
records and best practices, gathered by Shook Research through telephone and
in-person interviews.  No fee is received by Forbes or Shook in exchange
for rankings. Listing in this publication and/or award is not a guarantee of
future investment success or portfolio performance. 

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