CCR Insights

April 2019 Market Outlook

By CCR Admin | May 1, 2019

Click here to view the April 2019 Market Outlook Video 1. What is PMI? 00:302. Yield Curve 04:293. Non-US Shift 12:334. Late cycle characteristics 15:43

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March/April Outlook Recap

By CCR Admin | April 26, 2019

Click here for a short 4 minute recap video of last months market outlook and a brief introduction to topics that will be discussed in our next market outlook coming soon.

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Market Outlook March 2019

By CCR Admin | April 12, 2019

Please see below for our March 2019 Market Outlook. https://conta.cc/2KAncFE

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CCR on Forbes Best in State List

By CCR Admin | March 20, 2019

CCR is honored to be listed as #12 on the Forbes list of Best in State Wealth Advisors https://www.forbes.com/best-in-state-wealth-advisors/#4d1caee2291d The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative data, such as revenue trends, assets under management, compliance records and best practices, gathered by Shook Research through telephone and in-person interviews.  […]

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Social Security Scam & FAQ’s

By CCR Admin | March 18, 2019

There is a current scam regarding Social Security going around the country right now that we would like you to be aware of. The scam comes in many different forms, but essentially the scammers state that your SSN has been suspended and to call a certain number to resolve the issue before it is too […]

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February Market Outlook

By CCR Admin | February 21, 2019

Listen and watch a Market Outlook Video from CCR Wealth Management’s CIO, John Maher and Partner and Financial Planner, Jonathan Albano to gain their insights on the current market and economic conditions.

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2019 Federal Income Taxes

By CCR Admin | February 14, 2019
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GTM Periodic Table

By CCR Admin | February 7, 2019

The chart nearby is what we call a “periodic table” of asset-type returns.  Not only does the chart depict the return each calendar year of major stock and bond asset classes for the last 14 years or so, it also tracks a hypothetical diversified portfolio that is approximately 60% equities and 40% fixed income comprised […]

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CFA Boston Market Dinner

By CCR Admin | February 7, 2019

Proud to sponsor the @CFABoston #CFABMarketDinner. Always an incredible event with industry colleagues and top-notch speakers.

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Important Tax Info for 2019

By CCR Admin | January 30, 2019

It’s Tax Time Again! Please see the video below presented by Lisa Comeau on important tax time information. We have also listed Frequently Asked Questions below. Tax time FAQ’s When will I get my tax documents so I can or my accountant can file my tax return? Pershing, our clearing firm has the tax document […]

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