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March of Dimes March for Babies 2017

By CCR WM | May 1, 2017

March of Dimes March for Babies 2017. Check out Team CCR at the Worcester, MA Walk for Babies

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April 2017 Market Outlook

By CCR Investment Committee | April 27, 2017

“I can calculate the movement of stars, but not the madness of men”
Sir Isaac Newton

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Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference

By CCR WM | April 11, 2017

Mark Palmerino, financial consultant and partner at CCR Wealth Management, recently attended Cetera Advisors’ annual awards conference where he accepted the Ensemble of the Year award on behalf of his firm.

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CCR named to the Financial Times 400 Top Financial Advisors

By CCR WM | March 20, 2017

David Borden is pleased to announce that he has been named to the 2017 edition of the Financial Times 400 Top Financial Advisors.

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Earth Day 2017

By CCR WM | February 22, 2017

We are proud of the team for their hard work to clean up for Earth Day.

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January 2017 Market Outlook

By CCR Investment Committee | January 25, 2017

Greetings this New Year from our new office facilities in Westborough, MA. We hope you will find time to stop in if you are in the area!

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CCR Wealth Management Continues to Implement Strategic Growth Plan with Addition of Two Senior Professionals

By CCR WM | December 7, 2016

Key hires underscore firm’s commitment to continue growth trajectory through team enhancements that create an exceptional client-service experience.

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Thanksgiving Turkeys at the Salvation Army

By CCR WM | November 20, 2016

The CCR charity group volunteered at the Salvation Army to sort out Thanksgiving day bags of food and pass out Turkeys to families in need. Great job team!

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Why Pension Plans Can Make Sense for Dental Practices

By Mark Palmerino | November 3, 2016

While pension plans are considered old fashioned by many, don’t be too quick to dismiss them. For some small business owners, including dentists, pension plans are still a good choice.

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Community Harvest Volunteering

By CCR WM | October 31, 2016

Our charity group picked and sorted fruits and vegetables from the farm.

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Westborough Firm Relocates Headquarters Ahead of Expansion

By CCR WM | October 13, 2016

CCR Wealth Management has moved to new headquarters in Westborough in preparation for an upcoming expansion.

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Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan

By Mark Palmerino | October 12, 2016

“For some successful small business owners, retirement planning is simple (or so they believe): When they decide to stop working, they’ll merely sell their businesses to the highest bidders, experience huge economic windfalls and everything else will take care of itself. In their minds, the value of their business means they don’t need to plan financially like everyone else.”

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October 2016 Market Outlook

By CCR Investment Committee | October 12, 2016

You’ve got to know when to hold ‘em
Know when to fold ‘em,
Know when to walk away,
And know when to run.

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Got Dental Student Loan Debt? Some Tricks to Help You Tackle It

By Michael Rousseau, CFP® | October 5, 2016

As young people continue to amass piles of educational debt, which have the potential to haunt them for decades, student loans have emerged as a big issue during the campaign season.

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Think Personal Disability Insurance Isn’t Important for Dentists? Think Again

By Michael Rousseau, CFP® | August 23, 2016

No one wants to think about becoming disabled. But think outside yourself. What happens to your family in the event you become disabled and unable to perform your job as a dental professional? Simply put, it’s a good idea to plan. Buy disability insurance.

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Mid 2016 Market Outlook

By CCR Investment Committee | July 6, 2016

“There are known knowns. These are things we know that we know. There are known unknowns.
That is to say, there are things that we know we don’t know. But there are also unknown
unknowns. These are things we don’t know we don’t know.”
–Donald Rumsfeld

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Top Insurance Strategies For Small Business Owner Clients

By Michael Rousseau, CFP® | June 25, 2016

As financial advisors, we’ve all encountered small business owner clients who are living the American dream: After years of saving and strategizing, all while working very long hours, their small business is finally starting to take off, and the entrepreneur now serves as the primary or sole breadwinner in his or her household.

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May 2016 Market Outlook

By CCR Investment Committee | May 25, 2016

In mid-January we felt compelled to send out a blast-email to our clients based on the volume of calls and
concerns related to the bouts of volatility which roiled stock markets the first few weeks of the year.

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Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year

By CCR WM | May 20, 2016

Mark Palmerino, financial consultant and partner at CCR Wealth Management, recently attended Cetera Advisors’ annual awards conference where he accepted the Ensemble of the Year award on behalf of his firm.

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Earth Day Cleanup

By CCR WM | April 22, 2016

We had a great turnout for our annual Earth Day cleanup

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Four Ways Financial Advisers Should Help Retirement Plan Sponsor Clients Avoid a Dol Audit

By CCR WM | April 15, 2016

Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.

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David Borden Named to 2016 Financial Times 400 Top Financial Advisers

By CCR WM | March 26, 2016

David Borden Named to 2016 Financial Times 400 Top Financial Advisers

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Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses

By Mark Palmerino | March 25, 2016

For business owners, few things are more terrifying than a potential IRS tax audit.

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Four Ways to Prep for Retirement in Mass.

By CCR WM | March 15, 2016

A decade ago, a retiree or pre-retiree living in our state could plow a significant portion of their investible assets into a municipal bond or some other kind of fixed-income vehicle and reasonably expect to earn 4- to 5-percent returns year after year.

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January 2016 Market Outlook

By CCR Investment Committee | January 15, 2016

“…[R]ising valuations, rising interest rates, anemic global growth, and an exceptionally strong US dollar present headwinds against an organically improving economy and kinetic assistance of low oil prices.  We hope investors view these expectations as encompassing a foreseeable future, and not as forecasts of a twelve month period certain.”

                                                                           –CCR Wealth Management Outlook, February 2015

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