CCR Insights

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

By CCR Admin | September 26, 2017

  September 27, 2017 – [Adviser Name] is pleased to announce that [he/she] 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 […]

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Community Harvest 2017

By CCR Admin | 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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July 2017 Outlook

By CCR Investment Committee | July 25, 2017

Our Summer Outlook comes a bit late this year as we were traveling in the weeks after July 4th. Our itinerary included the San Francisco area, the Washington DC area, Castle Rock and Colorado Springs. While we travel a bit every year for business, it struck us that each of these locales displayed a skyline […]

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How Advisors Can Best Educate Clients About Online Financial Tools

By Michael Rousseau, CFP® | July 6, 2017

Clients don’t rely on WebMD for serious medical concerns, so they shouldn’t trust fintech with all their investing, insurance and tax needs.   Read the article here

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Four Tips For Clients Thinking About Buying a Vacation Home

By Michael Rousseau, CFP® | June 9, 2017

Even if a client can afford a second home, there are wide array of long-term planning considerations to take into account. In the article Four Tips For Clients Thinking About Buying a Vacation Home written by Michael Rousseau and published on, he gives his top financial planning considerations advisors must help clients mull over […]

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How over-emphasizing tax deductions can get your clients into trouble

By Jonathan Albano, CFP® | May 22, 2017

Now that the tax season is over, this is perhaps the slowest time on the calendar for many financial advisers. Some big financial planning and tax-related decisions have just been made, and while other important ones loom, many clients prefer to put those off until later in the year. Read the article here

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How To Best Support Politically Divided Couples

By Mark Palmerino | May 8, 2017

Married couples tend to have political views that are relatively in sync, but not always. And in those cases, the most recent presidential election and the resultant political environment has inflamed many of those already existing intermarriage political fault lines. Read the article here

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