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Posts Tagged ‘investments’

US-China Dispute: Tariffs

By CCR Investment Committee | July 23, 2019

How do the tariffs impact consumers and the equity markets?

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Interest Rates

By CCR Investment Committee | July 23, 2019

How do the markets react to Fed decisions? Should we expect an interest rate cut soon?

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GTM Periodic Table

By CCR WM | February 7, 2019

The GTM Periodic Table is what we call a “periodic table” of asset-type returns.

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Setting Client Expectations in a Volatile Investment Environment

By John Maher, CFA | July 6, 2018

As volatility becomes the norm and double-digit gains become an anomaly, it’s time to boost your contacts with your clients to keep them content.

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Why Advisors Should Keep Politics Out of Portfolios

By Jonathan Albano, CFP® | April 5, 2018

In Keeping Politics Out of the Portfolio, published on ThinkAdvisor.com, Jonathan Albano talks about the importance of taking a clients politically fueled emotions out of their investing strategy.

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Bitcoin Is Likely to Gain Widespread Acceptance

By John Maher, CFA | December 11, 2017

Bitcoin 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.

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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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Investment Experts On Debt Ceiling: Don’t Panic

By John Maher, CFA | July 29, 2011

With much of the U.S. media focused on the showdown in Washington over the debt ceiling, Central Massachusetts financial advisors are getting their share of calls from concerned investors. Their message: Don’t get too worried.

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Securities and Advisory Services offered through Cetera Advisors LLC, broker dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC.

Cetera Advisors LLC and CCR Wealth Management LLC are affiliated companies. Main Branch: 1800 West Park Drive, Westborough, MA 01581. FINRA / SIPC / Important Information and Form CRS / Business Continuity. Check out our background FINRA's BrokerCheck.

This site is published for residents of the United States only. Financial Professionals of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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