CCR Insights


Why Advisors Should Keep Politics Out of Portfolios

By Jonathan Albano, CFP® | April 5, 2018

In today’s heightened politico world, advisors have to keep clients focused on their real financial goals. In Keeping Politics Out of the Portfolio, published on, Jonathan Albano talks about the importance of taking a clients politically fueled emotions out of their investing strategy.

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February 2018 Live Market Update Video

By John Maher, CFA | February 14, 2018

View our inaugural live market update with our Chief Investment Office, John Maher

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Thinking of Selling Your Dental Practice? 4 Things You Should Know

By Mark Palmerino | January 16, 2018


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January 2018 Market Outlook

By CCR Investment Committee | January 15, 2018

In many respects, 2017 was a remarkable year. We jumped from a decidedly pessimistic tone in the media’s assessment of global markets and economics throughout 2016 to comparisons of the 1990’s technology stock-market bubble in the span of about six months. 

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CCR listed on 2018 Forbes Top Advisors State by State

By CCR WM | January 5, 2018

We are proud to be named on the distinguished list of Top Advisors for 2018 from Forbes.

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Bitcoin Is Likely to Gain Widespread Acceptance

By John Maher, CFA | December 11, 2017

It’s certainly been an interesting couple of months for bitcoin. It advanced more than 70% during the third quarter and nosedived 25% over four days in mid-November only to rebound astronomically in the days since.

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Bitcoin for Beginners: 3 Things to Know Before You Invest

By John Maher, CFA | November 24, 2017

Bitcoin has been luring some investors with potentially huge rewards—and scaring others away with equally big risks. Should it be on your investment shopping list on Black Friday?

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How to Help Small Business Owners Prep For a Sale

By Mark Palmerino | October 12, 2017

In How to Help Small Business Owners Prep for a Sale, Mark Palmerino gives four keys to assisting clients looking to retire.

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October 2017 Market Outlook

By CCR Investment Committee | October 12, 2017

“A synchronized global expansion is leading to a big shift in monetary policy around the world–
toward central banks shrinking rather than growing—with implications for markets, inflation and
the outlook for growth”: thus reads the Wall Street Journal’s opening sentence of their “The
Outlook” column on October 8th.

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CCR named on the NAPA Top DC Advisor Firms

By CCR WM | September 26, 2017

The National Association of Plan Advisors has published its first-ever list of top defined contribution (DC) Advisor Firms.

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

By CCR WM | September 26, 2017

Richard Moore is pleased to announce that he has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers.

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Community Harvest 2017

By CCR WM | 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 County.

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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. 

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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.

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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.

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July 2017 Market 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.

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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.

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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.

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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.

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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.

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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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