CCR Insights

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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Veterans Inc. – Stand Down

By CCR WM | June 7, 2018

Stand Down is an annual event that connects veterans of the US Armed Forces with a variety of services and resources including counseling referrals, job training, healthcare services, housing resources & legal assistance. Veterans and their families also receive free clothing, meals, haircuts and personal care items as part of the event. This year we […]

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March for Babies

By CCR WM | April 29, 2018

We had a great time at the March for Babies Walk in Worcester, MA – our tie-dye t-shirts went great with the purple!

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How Advisors Can Help Clients Facing an Empty Nest

By Michael Rousseau, CFP® | April 19, 2018

When it finally comes time for the last grown child to venture out on their own, it’s an important milestone for all. In How Advisors can Help Clients Facing an Empty Nest, Michael Rousseau discusses the importance of supporting your clients during this time.

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Earth Day Cleanup

By CCR WM | April 7, 2018

Each year we choose a local spot that needs to be cleaned up in honor of Earth Day.

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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.

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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

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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 […]

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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. 

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CCR listed on 2018 Forbes Top Advisors State by State

By CCR WM | January 5, 2018

We are proud to be named on the distinguished list of Top Advisors for 2018 from Forbes. See the listing here

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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 […]

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Bitcoin for Beginners: 3 Things to Know Before You Invest

By John Maher, CFA | 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, […]

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How to Help Small Business Owners Prep For a Sale

By Mark Palmerino | 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.

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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

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CCR named on the NAPA Top DC Advisor Firms

By CCR WM | 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 […]

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CCR named on the 2017 Financial Times 401 Top Retirement Plan Advisors

By CCR WM | September 26, 2017

September 27, 2017 – Richard Moore is pleased to announce that he has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans. This is the third annual FT 401 list, produced independently by […]

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Community Harvest 2017

By CCR WM | September 20, 2017

Community Harvest Project is a non-profit farm that engages volunteers to grow fresh fruits and vegetables to provide to those experiencing hunger. Through our volunteer farming programs, education initiatives, and community partnerships, we bring thousands of community members together each year to improve access to healthy foods for individuals and families in need across Worcester […]

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Cryptocurrencies & Bitcoin—Fad or Future?

By John Maher, CFA | September 19, 2017

Caveat Emptor may never have been a more fitting caution than for those looking to enter the cryptocurrency craze.  This piece is written in response to numerous inquiries CCR Wealth Management advisors have fielded from clients interested in these digital currency opportunities, or simply out of curiosity.

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What to Tell Clients Feeling Market Anxiety

By John Maher, CFA | September 6, 2017

How to have a clear-eyed, sober conversation with investors who feel the bull market is long in the tooth.   Read the article here 

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Help your clients avoid disastrous mistakes when filling in college funding gaps

By Jonathan Albano, CFP® | August 11, 2017

For parents sending their kids to college this year, the numbers are staggering: The average out-of-state tuition for a four-year public institution is nearly $25,000, according to the College Board. After factoring in other expenses, including room, board and books, the yearly price tag is about $37,000, which over the course of four years comes […]

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