The Colony Group’s Susan Miller as a 2023 Massachusetts Collaborative Law Council Visionary Award Recipient

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...

“Advisors Share the Keys to Long-Term Success”

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 Named in WealthManagement.com’s RIA Edge 100 List

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...

“Estate Planning? Four Strategies for Leaving Assets to Your Heirs”

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...

The Colony Group Recognized by Comparably for “Best CEO”, “Best Company for Women” and “Best Company Culture”

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...

Give Bonds a Chance

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 x The Colony Group: Webinar

Private Prep’s Director of Curriculum and Director of College Admissions break down your most burning questions about college applications and test...

The Fed is Chaperoning the Party, Not Shutting It Down

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...

How to implement sustainable practices at your firm – and avoid backlash

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 Recognized by Comparably for Workplace Culture and Leadership

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...

THE COLONY GROUP ANNOUNCES PARTNERSHIP WITH THURGOOD MARSHALL COLLEGE FUND SUMMER INTERNSHIP PROGRAM

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...

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, equity, and inclusion in the wealth management industry and beyond The...

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...