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...
The Colony Group is pleased to announce that we have been recognized as a 2018 Best Places to Work for Financial Advisers as announced by InvestmentNews today. The Colony...
ORLANDO, FL, March 15, 2018 — ScratchWorks, a FinTech accelerator that connects tech startups with wealth management leaders to advance the digital transformation of the financial services industry, today...
The Colony Group is proud to announce that 22 of our Wealth Advisors were recognized with the 2018 Five Star Wealth Manager Award in the February edition of Boston...
The Tax Cuts and Jobs Act of 2017 signed into law in December provides a major overhaul to the previous tax legislation. As the bill was being finalized, many...
Given the current uncertainty surrounding the potential for tax reform, year-end tax planning has become more challenging – and more important – than in other years. The Senate passed...
Many women don't want to admit that they never read their tax return before signing it. Here's why you...
We make it easy to know if you will have a taxable gain and the exceptions to consider before selling your...
As a freshly minted college graduate, I thought I was well prepared to launch into adulthood. But there was one nagging issue that kept holding me back: a lack...
Getting divorced is typically a painful and difficult process. It can be emotionally and financially devastating to all parties. Having a lawyer on your side to help navigate the...
For many parents, planning for their children’s college education is their second most important financial goal, behind planning for their own retirement. Over the past five years, the total...
Last month, the Massachusetts Legislature approved a constitutional amendment, known as the “Millionaire’s Tax”. If adopted (as described below), the amendment will add a 4% surtax on all taxable...
We would like to remind our clients to remain vigilant when they receive calls or emails regarding personal financial matters. Those seeking to inflict harm have increased the frequency...
Defined contribution plans, such as a traditional 401(k) plan, offer the benefit of saving for retirement using pre-tax dollars. For 2017, the maximum contribution to these plans allowed by...
Do you have a family member or friend who is contemplating divorce? Putting all emotions aside, the legal aspect of divorce is essentially a business transaction involving the division...
As seen in Advisors Perspectives The heated nature of the rhetoric surrounding the fiduciary standard has reached a new high, focusing on whether investment advisors should offer certain investment...
Just about everyone who has read this week’s financial headlines must be wondering about all the fuss surrounding the Department of Labor and the “fiduciary” standard being imposed on...