The Colony Group Announces Elevation of Amir and Pam Malek to Co-Presidents of Colony Business Management

The Colony Group, an independent, national wealth and business management firm with approximately $33 billion in assets under management as of March 31, 2024, today announced that Amir Malek...

Peaking at the Right Time to Maximize a Sale

As appeared in Wealth Management. The Colony Group’s Jeremy Kuhlen wrote “Peaking at the Right Time to Maximize a Sale” about what can businesses do to stand out from...

Yet Another Hazard to Avoid: Unexpected State Taxes

As appeared in Financial Advisor Magazine. While the year 2020 will be remembered primarily for the Covid-19 pandemic, social and racial injustices, and political division, it also will be...

Small Business Loans Replenished with $370 Billion, but You Need to Act Now

Both the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan Emergency Advance (EIDL) have received a combined $370 billion of new funding after the original $349 billion dried...

What Businesses Need to Know About the CARES Act

The recently enacted Coronavirus Aid, Relief, and Economic Security or CARES Act provided much needed financial relief to millions of individuals and businesses impacted by the near-global economic shutdown....

Beware the Long-Term Trend of Social Distancing

By now, your company probably has implemented some form of “social distancing” in response to the rapid spread of COVID-19. In addition to requiring employees to work remotely, companies...

CEOs: Why You Should Be Confident While Others Are Fearful

Everyone knows that CEOs need to be confident, unwavering and strong, right? CEOs have bold visions for the future, and their relentless pursuit of those visions can be so...

What’s on Your Company’s Dashboards?

As is the case in any service industry, the best advisory firms focus their efforts primarily on (1) client service and satisfaction, (2) employee development, utilization, and organization, and...

How to create a culture of success at your firm

As appeared in InvestmentNews As wealth advisers, we spend our days elbow deep in portfolio management, estate planning, market analysis and other endeavors important to the financial success —...