CCR Insights

New Year, New IRS Cost of Living Adjustments

By CCR Admin | 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 Admin | 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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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 Admin | 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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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 Admin | 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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Setting Client Expectations in a Volatile Investment Environment

By John Maher, CFA | July 6, 2018

As volatility becomes the norm and double-digit gains become an anomaly, it’s time to boost your contacts with your clients to keep them content. In the article pulished on welathmanagement.com, Setting Client Expectations in a Volatile Investment Environment, CCR’s Chief Investment Officer, John Maher discusses the importance of communicating with clients.

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