CCR Insights

March for Babies

By CCR Admin | 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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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, 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 Admin | January 5, 2018

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 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, […]

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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.

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