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, 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:...
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...
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,...
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 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...
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...
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...
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...
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...
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...
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...