CCR Insights

Social Security Scam & FAQ’s

By CCR Investment Committee | March 18, 2019

There is a current scam regarding Social Security going around the country right now that we would like you to be aware of. The scam comes in many different forms, but essentially the scammers state that your SSN has been suspended and to call a certain number to resolve the issue before it is too […]

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February Market Outlook

By CCR Investment Committee | February 21, 2019

Listen and watch a Market Outlook Video from CCR Wealth Management’s 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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2019 Federal Income Taxes

By CCR WM | February 14, 2019
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GTM Periodic Table

By CCR WM | February 7, 2019

The chart nearby is what we call a “periodic table” of asset-type returns.  Not only does the chart depict the return each calendar year of major stock and bond asset classes for the last 14 years or so, it also tracks a hypothetical diversified portfolio that is approximately 60% equities and 40% fixed income comprised […]

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CFA Boston Market Dinner

By CCR WM | February 7, 2019

Proud to sponsor the @CFABoston #CFABMarketDinner. Always an incredible event with industry colleagues and top-notch speakers.

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Important Tax Info for 2019

By CCR WM | January 30, 2019

It’s Tax Time Again! Please see the video below presented by Lisa Comeau on important tax time information. We have also listed Frequently Asked Questions below. Tax time FAQ’s When will I get my tax documents so I can or my accountant can file my tax return? Pershing, our clearing firm has the tax document […]

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January Market Outlook

By CCR Investment Committee | January 28, 2019

Wag the Dog A 1997 dark comedy starring Dustin Hoffman and Robert DeNiro, “Wag the Dog” was a film in which a Hollywood director and a spin-doctor collude to fabricate a war in order to distract voters from a presidential sex-scandal.  Hilarity ensues.  Of course, the irony was that the movie was released just two […]

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Coats for Kids

By CCR WM | January 16, 2019

WOW – we just filled our entire 18 foot table with 65 COATS and 16 HATS/MITTENS for the local Department of Children and Families office!!!! Thank you all so much for your support. CCR Charity & Community Responsibility Committee

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New Year, New IRS Cost of Living Adjustments

By CCR WM | January 7, 2019

The Internal Revenue Service today announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019. https://www.irs.gov/newsroom/401k-contribution-limit-increases-to-19000-for-2019-ira-limit-increases-to-6000

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CCR Named to the 2018 NAPA Top DC Advisor Teams List

By CCR WM | December 13, 2018

Proud of our firm for being recognized by the National Association of Plan Advisors (NAPA) for our service in the retirement plan market. 2018 Top DC Advisor Teams

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November 2018 Market Outlook Video

By John Maher, CFA | November 19, 2018

Listen and watch a Market Outlook Video from CCR Wealth Management’s 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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Salvation Army Thanksgiving Dinner Distribution

By CCR WM | November 7, 2018

Our team volunteered at the Salvation Army’s Thanksgiving Dinner Distribution. Over 2,000 families received a Thanksgiving Dinner including a turkey and all of the fixings.

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October 2018 Market Outlook

By CCR Investment Committee | October 25, 2018

A sizeable chunk of the CFA curriculum* is made up of a combination of pension accounting and institutional portfolio management (both principles and practices). Since we can already sense your eyes glazing over, we will keep this a very high-altitude discussion. We bring it up because in years like 2018, we receive numerous questions and […]

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CCR listed on the Financial Times Top 401 Retirement Advisors

By CCR WM | September 27, 2018

We are proud to announce we have been named to the 2018 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. The Financial Times 401 Top Retirement Advisors is an […]

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How to Talk to Clients About Money and Marriage

By Michael Rousseau, CFP® | September 18, 2018

Talking to clients about their personal relationships may be awkward, but they are essential conversations to have for effective financial planning. In How to Talk to Clients About Money and Marriage published in WealthManagement.com Michael Rousseau shares his tips for that conversation.

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CCR purchases books for local classroom

By CCR WM | September 7, 2018

Throughout the year the CCR Charity & Community Responsibility committee sell snacks to make profits to donate to a charity of our choice at the end of the summer. This year we chose a classroom we found that needed books. We received a sweet letter of thanks from the teacher.

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Community Harvest

By CCR WM | September 7, 2018

Community Harvest Project is a non-profit farm that engages volunteers to grow fresh fruits and vegetables to provide to those experiencing hunger. CCR harvested eggplant, tomatoes and peppers for the those in need.

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Post-College Financial Planning And Debt Relief Tips For Your Clients’ Children

By Jonathan Albano, CFP® | August 8, 2018

As a financial planner working with clients at all stages of their financial life, you likely have clients who want to make sure their adult children take the right financial path as they start their careers. CCR Wealth Management Partner Jonathan Albano offers three important points of guidance for financial advisors working with clients who […]

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CCR listed as a Top Firm by AUM

By CCR WM | July 30, 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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Live Market Update Video July 2018

By CCR Investment Committee | July 26, 2018

Listen and 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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