The Colony Group Announces Four New Principals

The Colony Group, an independent, national wealth and business management firm with approximately $13 billion in assets under management, is pleased to announce the promotion of four new principals:...

Business Sales on the Rise

As appeared in Business New Hampshire Magazine. Private business transactions in New England have accelerated over the last year and the pace may be picking up. Is this a...

Eight Traits Extraordinary Leaders Have In Common

As appeared in Chief Executive. I’ve always been interested in the growing convergence between individuals and their businesses. One particular trend in this growing intersection is a type of...

A Realistic Version Of A ‘Culture Of Abundance’

As appeared in Chief Executive. It’s a buzzword that pops up in hundreds, if not thousands, of articles, speeches, and books: “culture of abundance.”  But what exactly is it?...

Forbes 2021 Best-In-State Wealth Advisors Includes 5 Colony Group Wealth Advisors

Forbes has recognized five of The Colony Group’s Wealth Advisors in their 2021 Best-In-State Wealth Advisors list. Colorado – Craig Jones, JD, MBA, CPWA®, Senior Wealth Advisor, Managing Director,...

8 Steps to Greater Accountability

As appeared in Chief Executive. Behind the buzzword is a basic human value—one that can’t necessarily be incentivized through traditional reward but can be cultivated as part of a...

How to Turn a Performance Dashboard into a Crystal Ball

As appeared in Chief Executive Magazine.  Several years ago, I wrote an article called “What’s on Your Company’s Dashboards?”  At the time, I had been thinking quite a bit...

The Colony Group Launches Podcast to Discover the Stories of Extraordinary Leaders

CEO Michael Nathanson speaks to inspiring guests about their achievements, challenges and journeys to success. The Colony Group, a national wealth and business management company, today announced the launch...

A Rich Menu: The Colony Group’s CEO Trumpets Segmentation Stance

As appeared in Family Wealth Report. The Colony Group, a US wealth and business management company, last year launched Curated by Colony, a range of non-financial services covering areas...

Happy Holidays From The Colony Group

As the year comes to an end, it’s a time for remembrance. The many challenges of the past year remind us of how thankful we are for our blessings...

A Little Secret to Being Happier at Work

As Appeared in Thrive Global On average, I work about 56 hours per week.  Coincidentally, I also sleep (or try to sleep) about 56 hours each week, leaving me...

Bringing Lifelong Learning To Your Organization

As appeared in Chief Executive  The world is too complex and too large for anyone to understand all its wonders. But if we are willing to settle for a...

A Distinctly American Corporate Culture

As Appeared in Chief Executive As a CEO who spends countless hours studying, nurturing and yes, obsessing, over every nuance of our company’s culture, I was intrigued when I...

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...