CCR Insights

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COVID-19 Update

By CCR WM | March 2, 2020

Conveying two seemingly juxtaposed ideas simultaneously is not an easy task—and perhaps it is a futile undertaking. Given the battle occurring across the investment universe (and at our firm) between a real, globally widespread health concern and the more personal question of what investors “should do” about it—we feel compelled to give it a shot.

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COVID-19 and the Markets

By CCR WM | February 26, 2020

Yesterday’s 3 ½% drop in broad US equity markets in response to news of a sharp increase in the number of reported COVID-19 (or Coronavirus) infections outside China over the weekend has many investors understandably concerned.

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February 2020 Market Outlook Video

By CCR WM | February 14, 2020

John Maher, CIO, discusses analyzing forecasters, valuations, earnings, and their effects on the markets in this February 20220 Market Outlook.

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January 2020 Outlook

By CCR WM | January 27, 2020

Read our latest outlook for a comprehensive global review including the Yield Curve Reversion, US-China Trade War Tariffs, the Coronavirus, and the US and Non-US Markets.

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Behind the Trade War

By CCR WM | November 12, 2019

-A discussion about East and West, China and America In this outlook, we are happy to include our in-house analyst Shiqi (Chloe) Gu, CFA in our discussion. Chloe was born and raised in Shanghai, China. As a native Chinese, she provides the knowledge of culture behind the Chinese position, and her insights on the US-China Relationship,…

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Maximizing Health Insurance Plan Benefits

By Michael Rousseau, CFP® | November 1, 2019

Listen to our advisor Mike Rousseau discuss ways to make sure that you are taking full advantage of your health plan benefits.

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Life Insurance

By CCR WM | November 1, 2019

Listen to one of our advisors Tom Neilan discuss the different types of life insurance and when they are appropriate pieces of a financial plan.

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How Charitable Giving Can Lower Your 2019 Tax Bill

By Mark Palmerino | October 24, 2019

Many investors are confused after recent changes to federal tax laws.

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CCR named to the 2019 edition of the Financial Times 401 Top Retirement Advisers

By CCR WM | October 15, 2019

We are proud to announce we have been named to the 2019 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.

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October 2019 Market Outlook IV: Investing in the Cannabis Industry

By CCR WM | October 14, 2019

Learn more about investing in the cannabis market.

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October 2019 Market Outlook III: Interest Rate Outlook

By CCR WM | October 14, 2019

Learn more about interest rates.

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October 2019 Market Outlook II: Active vs. Passive Investments

By CCR WM | October 14, 2019

Learn more about active vs passive investments.

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October 2019 Market Outlook I: Market Outlook/Commodities

By CCR WM | October 14, 2019

Intro to our October 2019 Market Outlook and a discussion on commodities.

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October 2019 Market Outlook Summary

By CCR WM | October 10, 2019

A brief outlook before a more detailed one is published.

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Cybersecurity and Identity Theft

By CCR WM | September 10, 2019

Learn what you need to be doing to safeguard yourself against Cybersecurity and Identity Theft.

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CCR Group Health & Life Insurance Process

By CCR WM | August 20, 2019

Our five-step process: We provide the framework and the solutions to help you select flexible, cost effective group health and life plans that provide the best possible coverage.

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CCR Corporate Retirement Plan Process

By CCR WM | August 20, 2019

Through a seven-step process, we work with you to define, analyze, meet and monitor your firm’s retirement plan goals.

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What is a Dental Service Organization (DSO)?

By CCR WM | August 6, 2019

Listen to our advisor Rich Moore ask Emily Tetreault of Rosen & Associates questions on what DSO’s are and what the advantages and disadvantages are.

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Environmental, Social, and Corporate Governance

By CCR Investment Committee | July 23, 2019

What is ESG investing?

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Corporate Bond Market

By CCR Investment Committee | July 23, 2019

The corporate bond market has gotten riskier. Why? What should we do in our portfolio?

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US-China Dispute: Tariffs

By CCR Investment Committee | July 23, 2019

How do the tariffs impact consumers and the equity markets?

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Interest Rates

By CCR Investment Committee | July 23, 2019

How do the markets react to Fed decisions? Should we expect an interest rate cut soon?

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July 2019 Market Outlook Summary

By CCR Investment Committee | July 23, 2019

Above is a summary video of our current market outlook. As always, please let us know if you have any questions or would like to discuss any topic further.

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July 2019 Market Outlook

By CCR Investment Committee | July 19, 2019

We seem to be significantly in the minority in our views that an interest rate cut at the end of this month is not justified and is potentially detrimental. Continue reading below.

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What’s New with CCR 2019

By CCR WM | June 26, 2019

We hope you enjoy this video update on our firm. Thank you for your continued trust and support.

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