March of Dimes March for Babies 2017
March of Dimes March for Babies 2017. Check out Team CCR at the Worcester, MA Walk for Babies
Read More
April 2017 Market Outlook
“I can calculate the movement of stars, but not the madness of men”
Sir Isaac Newton
Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference
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.
Read More
CCR named to the Financial Times 400 Top Financial Advisors
David Borden is pleased to announce that he has been named to the 2017 edition of the Financial Times 400 Top Financial Advisors.
Read More
Earth Day 2017
We are proud of the team for their hard work to clean up for Earth Day.
Read More
January 2017 Market Outlook
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!
Read More
CCR Wealth Management Continues to Implement Strategic Growth Plan with Addition of Two Senior Professionals
Key hires underscore firm’s commitment to continue growth trajectory through team enhancements that create an exceptional client-service experience.
Read More
Thanksgiving Turkeys at the Salvation Army
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!
Read More
Why Pension Plans Can Make Sense for Dental Practices
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.
Read More
Community Harvest Volunteering
Our charity group picked and sorted fruits and vegetables from the farm.
Read More
Westborough Firm Relocates Headquarters Ahead of Expansion
CCR Wealth Management has moved to new headquarters in Westborough in preparation for an upcoming expansion.
Read More
Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan
“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.”
Read More
October 2016 Market Outlook
You’ve got to know when to hold ‘em
Know when to fold ‘em,
Know when to walk away,
And know when to run.
Got Dental Student Loan Debt? Some Tricks to Help You Tackle It
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.
Read More
Think Personal Disability Insurance Isn’t Important for Dentists? Think Again
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.
Read More
Mid 2016 Market Outlook
“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
Top Insurance Strategies For Small Business Owner Clients
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.
Read More
May 2016 Market Outlook
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.
Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year
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.
Read More
Earth Day Cleanup
We had a great turnout for our annual Earth Day cleanup
Read More
Four Ways Financial Advisers Should Help Retirement Plan Sponsor Clients Avoid a Dol Audit
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.
Read More
David Borden Named to 2016 Financial Times 400 Top Financial Advisers
David Borden Named to 2016 Financial Times 400 Top Financial Advisers
Read More
Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses
For business owners, few things are more terrifying than a potential IRS tax audit.
Read More
Four Ways to Prep for Retirement in Mass.
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.
Read More
January 2016 Market Outlook
“…[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
Read More