Freud’s Answers For The Great Resignation

In his latest article, CEO Michael Nathanson discusses how Freud’s theory of ‘love and work’ is the answer to retaining great talent. To read more about what values leaders should...

THE COLONY GROUP APPOINTS CRAIG S. JONES AS CHIEF DIVERSITY OFFICER

Managing Director Craig Jones becomes Chief Diversity Officer as part of a larger company commitment to driving diversity and inclusion in the wealth management industry and beyond The Colony...

Seeking Alternative Sources of Income- Webinar Recording

Despite the rapid rise in yields over the last several months, many investors have continued to seek higher sources of income for their portfolios that are less sensitive to...

Maybe We Don’t Want Everyone Rowing In The Same Direction

Michael Nathanson shares with Chief Executive Group that “Metaphors like “rowing in the same direction” have their uses but betray the complexity of optimal human interactions within an organization.” ...

THE COLONY GROUP ANNOUNCES PROMOTION OF SEVEN NEW PRINCIPALS

The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of seven new principals:...

Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips.

“Sometimes the best move is not to make any move,” says Justin Gilmartin of The Colony Group to Cheryl Winokur Munk via Barron’s. Read...

PanCAN PurpleStride 2022

We are proud of our teams in New York, Massachusetts, Maryland, Virginia, Florida, Colorado, California, and New Hampshire for taking steps together to support our colleague, Lisa Poff, and Pancreatic Cancer...

Forbes and SHOOK Research Again Recognize Multiple Colony Group Wealth Advisors as 2022 Best-In-State Wealth Advisors

The Colony Group is pleased to announce that four of its wealth advisors are recognized on the 2022 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors...

Wall Street Finds New Value in Cash as Global Fears Weigh on Markets

“Worries about the war in Ukraine, China’s Covid-19 outbreak, a U.S. or European recession, and surging global inflation are making a long-spurned asset increasingly popular with Wall Street’s top...

Want to Unload That Investment Property? What Advisors Recommend.

Brad Levin, CFP®,CMT®,CDFA™ shares with Barron’s a few options clients have to unload their investment property. “Some clients may consider selling their property and investing in an Opportunity Zone...

How Financial Advisors Care for Grieving Clients

How Financial Advisors Care for Grieving Clients: Dawn Doebler MBA, CPA (MD), CFP®, CDFA™, a Senior Wealth Advisor at The Colony Group, shares with Barron’s that “There are two...

A Note to Our Clients About Cybersecurity

Whether due to the geopolitical conflict or just a sign of the times, cyber-experts worldwide are recommending enhanced caution around individuals’ cyber-presence.  At The Colony Group, we want to...

The Russia/Ukraine Conflict: Another Tailwind for Renewables Infrastructure

Renewable energy companies have been one of the few bright spots in global equity markets since the Russia/Ukraine conflict began two weeks ago.  The conflict has the potential to...

Happy Holidays from The Colony Group

Happy holidays to our Colony Group clients and friends! In 2021, our company celebrated 35 years since its founding in 1986. To reflect on this incredible milestone, our team...

Avoid The Minimum Common Denominator In Organizational Decision-Making

As appeared in Chief Executive. Mathematicians have long worked on and successfully devised formulaic approaches to understanding human behavior. From game theory to decision theory, it now seems increasingly...

The Colony Group Announces Fifth Strategic Transaction of 2021

Derby and Company to Join Colony in Further Expansion Across New England The Colony Group, LLC (“Colony”), a national, award-winning wealth and business management firm that managed over $13...

Rethinking ‘Team’ In The Business World

As Appeared in Chief Executive. Just about every internal work email we send starts with “Dear Team.” In fact, we talk about teams all the time in the workplace,...

Capital Advisors to Join The Colony Group

Transaction Marks Colony’s Fourth Strategic Transaction in 2021 The Colony Group (“Colony”), a national, award-winning financial advisory, wealth, and business management firm that manages over $13 billion in regulatory...

Building Sandcastles at Work

As Appeared in Thrive Global. When we ask people why they may want to join our company, a common answer we hear is that they want to be part...

Harrison, McCarthy & Co to Join The Colony Group

Colony Further Expands Across The NY Metro Area The Colony Group, a national, award-winning financial advisory, wealth, and business management firm that manages over $13 billion in regulatory assets under management...

Legacy Wealth Partners to Join The Colony Group

The Colony Group Further Expands In Southern California The Colony Group, a national, award-winning financial advisory, wealth, and business management firm that manages over $13 billion in regulatory assets...

The Right Time to Sell Your Business Webinar Series Recordings

Transition planning is one of the most important issues facing any business owner. Too often, a business owner pursues an exit when one or more of the “clocks” is...

It’s Time To Peel Off The Labels Of Our Past

As appeared in Chief Executive. I applaud the efforts of organizational leaders who take well-considered steps to promote the core values of respect and inclusiveness. But can we agree...

What do well crafted sourdough and inflation have in common?

VIDEO TRANSCRIPT: Well crafted sourdough and inflation have a lot in common. For both, you need more than the right ingredients (Flour, Water, and Salt or Production, Liquidity and Innovation). To...

How To Plan for Tomorrow’s Cybersecurity Challenges – Workshop Series Recording

As cybersecurity attacks continue to increase and disrupt our lives, there are key steps that we can take to protect our emails, devices, WI-FI and router systems from the...