Artificial intelligence has been part of the academic vernacular since the 1950’s, when computer scientist John McCarthy coined the phrase while developing Lisp, the second oldest programming language still...
The Colony Group’s Jack Clark, MBA, CFA, CFP®, Senior Wealth Advisor, Christopher Johnson, MBA, Senior Wealth Advisor, Matthew Rapoport, CFP®, MST, Senior Wealth Advisor, Erin Sullivan, CFP® Senior Wealth...
The Colony Group's Rich Steinberg, Chief Market Strategist, spoke with Wall Street Journal in the article "Wall Street Backs Off Bets on Fed Rate Cuts."
Investor uncertainty has grown significantly over the last year amidst rising geopolitical polarization and tighter monetary conditions. With the collapse of SVB and pressure on the broader banking sector,...
What is one of the most common characteristics you’re seeing in today’s professional athletes when it comes to their wealth? Scott Morrison: Players are coming in extremely interested in...
The Colony Group’s Chair and CEO, Michael Nathanson, recently spoke on Barron’s Way Forward podcast. Listen to the full episode and read the article...
We are excited to announce that four of our wealth advisors are recognized on the 2023 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors acknowledged from...
There has been much debate, both positive and negative, swirling about ESG investing. What has become known as the “anti-ESG movement” gained significant momentum in 2022. It is not...
Please join us in congratulating The Colony Group’s Susan Miller as a 2023 Massachusetts Collaborative Law Council Visionary Award recipient. MCLC recognizes innovators in Collaborative Law for their demonstrated...
The Colony Group's Michael Nathanson spoke with Barrons in the article "Advisors Share the Keys to Long-Term Success". Read more here.
The Colony Group is proud to announce that they have been named one of WealthManagement.com’s RIA Edge 100. The methodology and weighting were intended to give a clear picture...
As seen in Kiplinger. When reviewing your estate plan, how you distribute your assets to your beneficiaries isn’t always a simple decision. In addition to determining how to best...
Comparably’s “Best Places to Work Awards” Recognizes The Colony Group in Three Categories for Q4 2022 The Colony Group is thrilled to announce that our recognition by Comparably ‘s...
For most of the last decade, bond markets offered low risk and low returns. An investment in a 10-year Treasury bond, considered free from the risk of default, offered...
Private Prep’s Director of Curriculum and Director of College Admissions break down your most burning questions about college applications and test...
It’s a time-honored tradition for kids to throw parties when their parents leave town. In August, they got their chance, as the Federal Reserve (the Fed) had a break...
The Colony Group’s CEO and Chair, Michael Nathanson writes about ESG and socially responsible investing in the article “How to Implement Sustainable Practices at Your Firm–and Avoid Backlash”. Read...
The Colony Group Honored in the Best CEOs for Women and Best Career Growth Categories BOSTON, July 19, 2022/PRNewswire/ — The Colony Group, an independent, national wealth and business management firm...
BOSTON, July 11, 2022 – The Colony Group, an independent, national wealth and business management firm with approximately $19 billion in assets under management, is pleased to announce its...
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...
Managing Director Craig Jones becomes Chief Diversity Officer as part of a larger company commitment to driving diversity, equity, and inclusion in the wealth management industry and beyond The...
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...
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, 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:...
“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...