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,...

Glass Malek of Los Angeles to Join The Colony Group

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...

Jason Blackwell Joins The Colony Group as Chief Investment Strategist

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...

Bill Weydemeyer Named to InvestmentNews’ 2019 40 Under 40 List

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...

Celebrating a Lifetime of Success and Service

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...

Spotlight on Giving – Wednesday Night Supper Club and Erin Sullivan

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...

The Colony Group Announces Eight New Principals

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...

5 Unwelcome Tax Surprises That May Affect You

Find out why your overall income taxes might be higher than expected despite the Tax Cuts and Jobs Act tax...

How to Give to Family and Friends — and Avoid Gift Taxes

Here's what you need to know about giving financial gifts to organizations, family members, and...

Tax Tricks and Treats: Are You Ready for the Grim Tax Reaper?

Beware of the 2018 tax rule changes from the TCJA 2017 that may bring unexpected tricks to the...

Ron Rubin Named to Forbes Best-In-State Wealth Advisors’ List

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...

The Truth About Taxes in Retirement

Taxes are a fact of life—even in retirement. Asking these questions can help you avoid surprises at tax...

Nina Mitchell Named One of InvestmentNews’ Women to Watch

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...