As appeared in Chief Executive. For many years, I have been thinking, talking and writing about the evolutionary path of service organizations. By “service organizations,” I mean organizations that...
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:...
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...
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...
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 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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...