CCR Insights

What's New With CCR


July 2020 Market Outlook

By CCR WM | July 9, 2020

Most will come to learn that the best days, weeks or even quarters tend to follow the worst days, weeks and quarters.  Asset allocation is designed to bridge this gap.

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Feeding the Front Line at Tufts Medical Center

By CCR WM | May 15, 2020

Using funds the CCR Charity and Community Responsibility Committee raised from our ‘Snack Shack’ sales we were able to send 40 meals from 5 Spices House to Tufts Medical Center in Boston, MA. We received this nice note of from them:“Thank you so much, we have fed our Pediatric ICU and Pediatric Bone Marrow Transplant team with your donation,…

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Feeding the Front Line at UMass Memorial Medical Center

By CCR WM | May 13, 2020

CCR is grateful for the front line workers at UMass Memorial Medical Center and the wonderful program set up by Quinn’s Irish Pub to feed them!

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Wildflower – Helping Kids Rediscover Life After Loss

By CCR WM | April 30, 2020

Wildflower is an amazing organization that helps kids that have dealt with loss in their life. Their gala event had to be canceled this year, but we are proud to be a sponsor. Being a kid means enjoying time to daydream, play and grow. When a child loses a parent, that carefree time can be…

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Happy Earth Day

By CCR WM | April 22, 2020

Although the Earth Day cleanup has been cancelled this year due to COVID-19 we are proud to support the Regional Environmental Council and all they do to create healthy and sustainable communities.

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April 2020 Market Outlook

By CCR WM | April 15, 2020

Given the events of the last six weeks, sitting down to a keyboard to tap out thoughts that might be considered illuminating seems daunting. This is especially true given a clientele-readership which has largely been forced to sequester themselves with the media for weeks on end rather than going about their usual daily business.

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NY Executive Order – Insurance & Annuity Extended Grace Periods

By CCR WM | April 14, 2020

A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services (“Department”), extend grace periods and give you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a…

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Update for Retirement Plan Participants

By CCR WM | April 13, 2020

Now that a disrupted 1st quarter has ended, it might be a great time to schedule a 15-minute call or web meeting with us to review your retirement outlook.

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Update for Retirement Plan Sponsors

By CCR WM | April 7, 2020

We are all trying to acclimate to our new reality and find the most effective ways to protect our families, friends and businesses through this crisis. In that spirit, we wanted to reach out to remind you that your retirement team is here to serve as a resource through this challenging time. Whether you’d like…

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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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