CCR Insights

Why Advisors Should Keep Politics Out of Portfolios

By Jonathan Albano, CFP® | April 5, 2018

In today’s heightened politico world, advisors have to keep clients focused on their real financial goals. 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.

Read More

Live Market Update Video February 2018

By John Maher, CFA | February 14, 2018

View our inaugural live market update with our Chief Investment Office, John Maher

Read More

Thinking of selling your dental practice? 4 things you should know

By Mark Palmerino | January 16, 2018

IF YOU OWN YOUR OWN DENTAL PRACTICE, YOU’VE JOINED THE RANKS OF NEARLY 30 MILLION OTHER SMALL BUSINESS OWNERS ACROSS THE COUNTRY. In the Dentistry IQ article, Thinking of Selling Your Dental Practice? Four Things You Should Know, Mark Palmerino gives his key considerations any dental practice owner should be thinking about as you begin […]

Read More

CCR Market Outlook January 2018

By CCR Investment Committee | January 15, 2018

In many respects, 2017 was a remarkable year. We jumped from a decidedly 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. 

Read More

CCR listed on 2018 Forbes Top Advisors State by State

By CCR Admin | January 5, 2018

See the listing here

Read More

Bitcoin is likely to gain widespread acceptance

By John Maher, CFA | December 11, 2017

It’s certainly been an interesting couple of months for bitcoin. It 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. Still, even as $20,000 seems like a real possibility before the year is out, these types of wild gyrations are […]

Read More

Bitcoin for Beginners: 3 Things to Know Before You Invest

By CCR Admin | November 24, 2017

Bitcoin has been luring some investors with potentially huge rewards—and scaring others away with equally big risks. Should it be on your investment shopping list on Black Friday? The cryptocurrency can certainly be volatile. Earlier this month, for example, it plummeted 25% over five days after concerns grew that a new currency called Bitcoin Cash, […]

Read More

How to Help Small Business Owners Prep For a Sale

By CCR Investment Committee | October 12, 2017

In How to Help Small Business Owners Prep for a Sale, Mark Palmerino gives four keys to assisting clients looking to retire.

Read More

October 2017 Outlook

By CCR Investment Committee | October 12, 2017

“A synchronized global expansion is leading to a big shift in monetary policy around the world– toward central banks shrinking rather than growing—with implications for markets, inflation and the outlook for growth”: thus reads the Wall Street Journal’s opening sentence of their “The Outlook” column on October 8th. Outlook October 2017 PDF

Read More

CCR named on the NAPA Top DC Advisor Firms

By CCR Admin | September 26, 2017

ARLINGTON, VA — The National Association of Plan Advisors has published its first-ever list of top defined contribution (DC) Advisor Firms. The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement. “Since their inception, NAPA’s various industry lists have been a valuable Who’s […]

Read More