Non-Profit Sector, Slammed by the Pandemic, Needs the Generosity of Investors

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...

Family & Closely-Held Business Transition Planning

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 Is Invested in New Hampshire and in the Savannahs of Kenya

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...

Should You File A Protective ACA Refund Claim This Tax Season?

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...

Examining Future of Advisory Fees

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...

The Paycheck Protection Program Flexibility Act – 5 Welcome Revisions

(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...

Low Interest Rates Offer Opportunities To Pass More Wealth to Future Generations

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

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...

Your Very Own Rock Band

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...

How We Can Offer Greater And More Differentiated Value To Our Organizations

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...

Loss of PPP Expense Deductibility Could Mean Higher Taxes Later

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...

Colony Cares: How Our Team Helps Those In Need During the COVID-19 Pandemic

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 Announces Three New Principals

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:...

Why coronavirus could devastate charities even more than the Great Recession did

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...

How to Thrive While Working at Home

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,...

My Take On The Schwab/TD Ameritrade Merger

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 2020 Best-In-State Wealth Advisors Includes 5 Colony Group Wealth Advisors

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...

Time for a Rapid Transition

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...

The Mathematical Secret of RIA Success

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...

2019 YEAR-END TAX PLANNING

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...

Why engage a divorce financial specialist?

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...

The Costs of U.S. Tariffs Imposed Since 2018

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...

The Colony Group Welcomes Two New Offices

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...

Harvest Capital Management to Join The Colony Group

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...

W. Shane Glass, CPA/PFS

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,...