Update for Retirement Plan Participants
As we work our way through this difficult time, we wanted to reach out to remind you that your retirement team at CCR Wealth Management is here to help. As the Advisors to your workplace retirement program, we’re here to help you continue to make progress towards retirement despite the challenging environment we find ourselves…
Read MoreUpdate for Retirement Plan Sponsors
We are all trying to acclimate to our new reality and find the most effective ways to protect our families, friends and businesses through this crisis. In that spirit, we wanted to reach out to remind you that your retirement team is here to serve as a resource through this challenging time. Whether you’d like…
Read MoreCOVID-19 Update
Conveying two seemingly juxtaposed ideas simultaneously is not an easy task—and perhaps it is a futile undertaking. Given the battle occurring across the investment universe (and at our firm) between a real, globally widespread health concern and the more personal question of what investors “should do” about it—we feel compelled to give it a shot.
Read MoreCOVID-19 and the Markets
Yesterday’s 3 ½% drop in broad US equity markets in response to news of a sharp increase in the number of reported COVID-19 (or Coronavirus) infections outside China over the weekend has many investors understandably concerned.
Read MoreFebruary 2020 Market Outlook Video
Below is the February 2020 Market Outlook video presented by our CIO, John Maher where he discusses analyzing forecasters, valuations, earnings, and their effects on the markets.
Read MoreJanuary 2020 Outlook
Read our latest outlook for a comprehensive global review including the Yield Curve Reversion, US-China Trade War Tariffs, the Coronavirus, and the US and Non US Markets.
Read MoreBehind the Trade War
-A discussion about East and West, China and America In this outlook, we are happy to include our in-house analyst Shiqi (Chloe) Gu, CFA in our discussion. Chloe was born and raised in Shanghai, China. As a native Chinese, she provides the knowledge of culture behind the Chinese position, and her insights on the US-China Relationship,…
Read MoreMaximizing Health Insurance Plan Benefits
Listen to our advisor Mike Rousseau discuss ways to make sure that you are taking full advantage of your health plan benefits.
Read MoreLife Insurance
Listen to one of our advisors Tom Neilan discuss the different types of life insurance and when they are appropriate pieces of a financial plan.
Read MoreHow 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 announce we have been 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.
Read MoreInvesting in the Cannabis Industry
Learn more about investing in the cannabis market.
Read MoreInterest Rate Outlook
October market outlook part 3.
Read MoreActive vs. Passive Investments
October market outlook part 2.
Read MoreMarket Outlook/Commodities
Intro to our October 2019 Market Outlook and a discussion on Commodities.
Read MoreOctober Market Outlook Summary
A brief outlook before a more detailed one is published.
Read MoreCyber-security
Learn what you need to be doing to safeguard yourself against Cyber-security and Identity Theft.
Read MoreCCR Group Health & Life Insurance Process
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.
CCR Corporate Retirement Plan Process
Through a seven-step process, we work with you to define, analyze,
meet and monitor your firm’s retirement plan goals.
What is a Dental Service Organization (DSO)?
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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