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,...
BOSTON, Sept. 25, 2019 — The Colony Group, LLC (“Colony”), an independent, national, award-winning wealth management firm, announced an agreement for a strategic transaction with Glass Malek LLP (“Glass...
Bob Glovsky, JD, LLM, CFP®, Vice Chair and Senior Wealth Advisor at The Colony Group, received an Honorable Mention in the 13th Annual Invest in Others Award for Lifetime...
The Colony Group is pleased to announce that Jason Blackwell, CFA, CAIA, has joined the company as their Chief Investment Strategist. Blackwell is an investment professional possessing both deep analytical...
InvestmentNews has recognized Bill Weydemeyer, MBA, CFP®, Senior Wealth Advisor and Principal at The Colony Group, as a 2019 40 Under 40 Honoree. Bill was chosen from a pool of...
Kevin Dolan, nicknamed the “Mayor of Naples, Florida,” retires from The Colony Group If you spend any time with Kevin Dolan, you are immediately struck by two things: his...
I have been volunteering with Wednesday Night Supper Club for about a decade. In commuting across Boston, I was moved to do my part by the vast display of...
Boston, MA—May 2, 2019 – The Colony Group, an independent, national wealth management firm with approximately $9 billion in assets under management is pleased to announce the promotion of...
Find out why your overall income taxes might be higher than expected despite the Tax Cuts and Jobs Act tax...
Here's what you need to know about giving financial gifts to organizations, family members, and...
Beware of the 2018 tax rule changes from the TCJA 2017 that may bring unexpected tricks to the...
Ron Rubin, President, Vice Chairman, and Chief Culture Officer of The Colony Group was ranked #7 out of 99 advisors in Maryland who were named to the Forbes Best-In-State...
Taxes are a fact of life—even in retirement. Asking these questions can help you avoid surprises at tax...
Bethesda, MD – November 27, 2018 – InvestmentNews has recognized Nina Mitchell, Principal & Senior Wealth Advisor at The Colony Group & Co-President, Colony Sports and Entertainment as a...
BOSTON, Nov. 15, 2018 — The Colony Group is proud to announce that we have been selected as the winner of the 2018 Trailblazer IMPACT Award™, part of Charles Schwab...
Evolving strategy, expanding possibilities Excellence through independence has always been at the core of The Colony Group’s mission. One of the oldest independent wealth management firms to come out...
The Tax Cuts and Jobs Act of 2017 (TCJA), which was enacted in 2017 but largely became effective at the beginning of 2018, changed many of the fundamental underpinnings...
The Supreme Judicial Court of Massachusetts recently held that a petition commonly known as the “Millionaire’s Tax” must be excluded from the 2018 Massachusetts ballot. The petition proposed an...
If you are a sole proprietor, a shareholder or member of an S-Corp, Partnership or LLC, including publicly traded partnerships, or if you own rental real estate, you may...
Last week, our Colony Group colleagues, Jonathan Lustig and Jim Johnston, joined the Boys and Girls Club of Medford and Somerville, MA, for an interactive educational session with their...
The Colony Group is honored that its Bethesda, MD office was selected as one of the Best Places To Work by the Washington Business Journal. The key to our...
Read our last minute tax tips to make sure you are maximizing your deductions and don't run into any...