As Appeared in CNBC There is nothing like a precipitous decline of nearly 35%, followed by a swift rise of about 50% in the S&P 500 index — all within...
This white paper examines the process of transitioning the ownership and management of a family or closely-held business. It discusses pre-transition planning, considers the challenges of intergenerational ownership transfers versus third-party sales, and proposes a framework for meeting family and business goals throughout the...
Jim Fitts, CFP® works as a Senior Family Wealth Advisor and Managing Director, Business Owner Services, from our Concord office. In this role, he helps business owners and their...
Well, this tax season sure has been different. Most obviously, it’s been thoroughly disrupted by the COVID-19 pandemic, which has made it difficult for taxpayers and their return preparers to access information, assemble...
As appeared in Family Wealth Report Even though stocks have rallied, the sudden and precipitous decline in the equity markets earlier this year caused many registered investment advisors to...
(PPPFA) was signed into law on June 5, 2020 with nearly full bipartisan support. It provides several important revisions to the Paycheck Protection Program (PPP) summarized below. Expanding the...
Good news remains elusive these days, but low interest rates may be the good news we need right now. The low rate environment offers several opportunities to pass significant...
The Colony Group stands united against racism and social injustices in all their forms. Consistent with our values, we are not neutral and will not be silent. We are...
Some of the most popular video games of all time allow “players” to insert themselves virtually into a legendary rock band, assume the role of a band member, and...
As Appeared in Chief Executive Magazine As the CEO of a national company that strives to deliver value, I’ve been intrigued by a Harvard Business Review article, “The Elements...
If you were fortunate enough to get through the application and received a loan under the Payment Protection Program (PPP), well done! Unfortunately, the IRS recently issued guidance regarding...
For over 25 years, the Colony Concord office has been deeply involved with the local community, the northeast region and national non-profit organizations. Our client relationships extend in concentric...
The Colony Group, an independent, national wealth and business management firm with approximately $10.5 billion in assets under management, is pleased to announce the promotion of three new principals:...
As Appeared in MarketWatch Watch an interview with the authors discussing what inspired them to write this article and why it is important to continue supporting organizations with critical...
As we all get used to our new normal of social distancing, I’m already feeling nostalgic for the simple, daily routines that I know many of you, like me,...
While we may not yet have a sense for its magnitude, the year 2019 will likely go down in history as one of the most significant and impactful for...
Forbes has recognized five of The Colony Group’s Wealth Advisors in their 2020 Best-In-State Wealth Advisors list. Colorado – Craig Jones, JD, MBA, CPWA®, Managing Director, Rocky Mountain Region...
Keys To a Successful Rapid Transition A recent Cerulli report finds that about 37% of today’s advisors are expected to retire over the next decade, and almost 25% of advisors who...
Why are some financial advisory firms more successful than others? Why do some become better over time while others stagnate, eventually fading into oblivion? Is there a single secret...
It has now been almost two years since the Tax Cuts and Jobs Act (TCJA) passed at the end of 2017. The stated intention of the TCJA was to...
Many couples going through a divorce are unprepared for the difficult journey ahead and the emotional toll. For more affluent couples, divorce creates the added stresses of untangling complicated...
Editors Note: This analysis is being published in collaboration with EconoFact, a nonpartisan economic publication that created the following content. The Issue: Economists from academia and the policy sphere...
For the second time in the 33-year history of The Colony Group, we are pleased to welcome not one, but two new teams to The Colony Group family. Today, we welcome our...
BOSTON, Aug. 26, 2019 — The Colony Group, a national, award-winning wealth management firm that manages approximately $10 billion in regulatory assets for clients, announced an agreement for a strategic transaction with Harvest...
Shane Glass, President, Colony Business Management & Managing Director at The Colony Group, provides tax advisory and accounting services to influential musicians, touring artists, athletes, directors, producers, content creators,...