CCR Insights

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, 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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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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