CCR Wealth Management

Commentary

January 2019 Outlook
by John Maher of CCR Wealth Management, 1/30/19

A 1997 dark comedy starring Dustin Hoffman and Robert DeNiro, “Wag the Dog” was a film in which a Hollywood director and a spin-doctor collude to fabricate a war in order to distract voters from a presidential sex-scandal. Hilarity ensues. Of course, the irony was that the movie was released just two months before an actual sex-scandal erupted.
Commentary

Outlook May 2018
by Investment Committee of CCR Wealth Management, 5/18/18

Market signals have been decidedly mixed thus far into the year. By this time a year ago, the S&P 500 had already returned 5%. Today, in early May, the S&P 500 is down fractionally, while volatility and bond yields are up.
Commentary

October 2017 Outlook
by Team of CCR Wealth Management, 10/31/17

Our market Outlooks over recent quarters have offered clients our views into topical issues affecting interest rates, economics, and asset prices. We have also endeavored to introduce topics of interest less directly linked to current market conditions (recently, technology valuations and Behavioral Finance). This quarter, for a discussion of Bitcoin and other “cryptocurrencies”.
Commentary

Summer Outlook
by CCR Wealth Management Investment Committee of CCR Wealth Management, 8/2/17

Our Summer Outlook comes a bit late this year as we were traveling in the weeks after July 4th. Our itinerary included the San Francisco area, the Washington DC area, Castle Rock and Colorado Springs. 
Commentary

April 2017 Outlook
by Investment Committee of CCR Wealth Management, 5/2/17

We wrap-up our three-part series on Behavioral Finance in this issue of the Outlook with a discussion of Emotional Biases, which often adversely affect investors’ outcomes. This discussion and the tie-in with Sir Isaac Newton is found in the second half of this quarter’s Outlook.
Commentary

Market Outlook
by Team of CCR Wealth Management, 1/24/17

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!
Commentary

Outlook October 2016
by Team of CCR Wealth Management, 10/13/16

CCR Wealth Management’s Outlook communication seeks to update our clients on market conditions currently affecting or which may affect asset values and investment performance.
Commentary

Mid Year Market Commentary
by The CCR Wealth Management Investment Committee of CCR Wealth Management, 7/14/16
Here at the mid-point of 2016 it is worth noting the remarkable turn of events, both inside and outside of the financial world in which we, as professionals, occupy. The last six months have been “bookended” by great (more or less) market tumult: first with plummeting energy prices and confidence in Chinese markets in the first quarter calling into question the direction of US and Global economies, and second, by the stunning vote of British citizens to divorce themselves from the union they’ve shared with the 27 other members of the European Union for the last 40 years.
Commentary

First Quarter Market Commentary
by The CCR Wealth Management Investment Committee of CCR Wealth Management, 5/6/16
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. We certainly empathize with our clients’ very real concerns. Our empathy stems from the fact that in today’s hyper-connected world with media outlets “screaming” headlines to attract eyeballs, it is nearly impossible to separate fact from narrative.
Commentary

Second Quarter Market Commentary 2015
by The CCR Wealth Management Investment Committee of CCR Wealth Management, 4/14/15
Over a year ago in our January 2014 Outlook commentary, we cited European markets as attractively priced relative to the US equity markets. Most market observers at the time were expecting a nascent recovery from the 2012 EU recession to get a boost from the European Central Bank (ECB). We even boosted our non-US developed market (and European-specific) allocation—though cautiously—in anticipation. Please note that we still think these markets are most attractively valued.
Commentary

Market Perspective
by The CCR Wealth Management Investment Committee of CCR Wealth Management, 9/9/14
In our office we frequently make sport of the countless headlines we encounter on a daily basis from various media outlets across the web. These headlines are often splashed across the home pages of market or financial sitesthough often across mainstream news outlets, or the business sections of Sunday newspapers as well.
Commentary

Market Perspective
by The CCR Wealth Management Investment Committee of CCR Wealth Management, 5/13/14
US equity markets have seen what we would describe as mild volatility over the last few weeks, mostly attributed to geopolitical tensions emanating from the Ukraine-Russia belligerence. For the first quarter, the S&P 500 rose 1.30%, while the Dow Jones Industrial Average and the NASDAQ composite were both down slightly.
Commentary

Market Perspective
by CCR Wealth Management Investment Committee of CCR Wealth Management, 2/26/14
It cost $0.32 to mail a letter, unemployment was 4.9%, O.J. Simpson was found liable in a civil suit, Hong Kong was returned to Chinese rule, Timothy McVeigh was sentenced to Death, Green Bay defeated the Patriots in the Super Bowl, Titanic came crashing into movie theatres, and Dolly, the first genetically engineered lamb was unveiled to the public; the year was 1997.
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