Investing with Values: Q1 2022

After a period of competitive performance versus traditional equity funds, the majority of sustainable equity funds struggled in the first quarter, primarily due to their limited exposure to or...

Seeking Alternative Sources of Income- Webinar Recording

Despite the rapid rise in yields over the last several months, many investors have continued to seek higher sources of income for their portfolios that are less sensitive to...

Investing in China

The last year has been challenging for investors in Chinese equities. The country’s zero-tolerance COVID policy has led to frequent lockdowns of major cities, which have taken a toll...

Investing with Values: Q4 2021

This edition marks the eighth issue of our Investing with Values newsletter. In prior editions, we have covered a range of approaches investors can use to achieve impact with...

Futurecast New Hampshire 2022

Previously published in Business New Hampshire Magazine. We believe that New Hampshire investors are facing a turbulent future. The pandemic led to severe economic dislocations that were addressed by...

The SALT Deduction: When Facts Sound like Fiction

A highly improbable story is unfolding in real time across the country, and it’s all true. It’s another story about political dysfunction, but it’s not one that most have...

Can an Advisor Be a Fiduciary to Stakeholders and Clients?

As appeared in Advisor Perspectives. It’s interesting to watch how corporate boards have been dealing with the seeming conflict between their fiduciary obligations to shareholders and the mounting pressure...

YEAR-END TAX PLANNING 2021

Last year at this time we were faced with uncertainty regarding potential tax-related changes, preparing for potentially massive changes to the income and estate tax rules. The proposed tax...

Investing With Values: Q3 2021

Sustainable investing continues to both prosper and evolve.  Issues related to the pandemic, social justice, and the environment accelerated its adoption in 2020, and this momentum has carried over...

New Asset Classes for the Ultimate Returns

The time has come for a new asset allocation paradigm.  If we seek to optimize the returns not just on our financial portfolios but on our lives, we must...

Do Advisors Need a Financial Therapist on Their Team?

For us, however, this concept is broader than just financial therapy. It’s why we prefer to do far more than just financial assessments with our clients and strive to understand their values, life goals, family dynamics, passions, fears, and personalities.

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From Health to Family to Career Advice, this RIA Offers It

As Appeared in Rethinking65. Wealth advisors who have long-standing relationships with clients and their families do not take it for granted that clients share extremely personal and intimate details...

The tax gap is a real problem but so, too, is the ‘reverse tax gap’

As our elected officials debate how best to address a national debt approaching $30 trillion while simultaneously increasing spending levels and addressing wealth inequality, it should not be surprising...

It’s Never Too Late for a Family Meeting – Here’s How to Do Them Well

As Appeared in Kiplinger. Jane and John, who are parents to four adult children, have amassed substantial wealth during their careers. To experience the joy of seeing their children...

Leading RIA Adds Array of Life-Enrichment Services

As appeared in Rethinking65. When The Colony Group, a Boston-based national financial advisory, wealth and business management firm with more than $13 billion in regulatory assets under management recently...

Investing with Values: Q2 2021

“Everybody knows that the dice are loaded, Everybody rolls with their fingers crossed” Leonard Cohen, “Everybody Knows” As an avid classic rock fan, I often connect song lyrics or...

Meet The Authors: Personal Financial Planning For Executives And Entrepreneurs – Worth Book Club

Effective financial planning for executives and entrepreneurs is complex, dense and impossible to reduce to a single, easy-to-understand formula. However, our latest book, Personal Financial Planning for Executives and Entrepreneurs:...

A World of Higher Capital Gains Rates

As appeared in Financial Advisor Magazine. We have known for some time that the Biden administration and its allies in Congress want to raise capital gains taxes on high...

The Dimensions of Wealth: Influencing Your Financial Path

A nuanced and thoughtful approach to financial planning is like peering into a kaleidoscope. Each kaleidoscope design comprises a unique set of pieces and patterns, and those specific dimensions...

Investing With Values: Q1 2021

Recently, Blackrock’s former CIO of Sustainable Investing made headlines when he called out his former employer and the rest of the financial services industry for “duping” the American public...

The Colony Group Releases Second Edition of Personal Financial Planning for Executives and Entrepreneurs

Updated edition expands on key considerations for executives and entrepreneurs, including business-transition planning, concentrated holdings, and ESG strategies The Colony Group, a national wealth and business management company, today...

What’s Next? Setting Yourself Up For Success After Selling Your Business

As appeared in Family Wealth Report.  When presented with the opportunity of selling their business, many business owners come to realize that they haven’t put much thought into what...

When the Doctor Is the (Financial) Patient

Virtually all personal-service professions have moved toward specialization — and rightly so. Their clients have different needs and goals; and, to serve them effectively, these differences must be acknowledged...

Webinar Recording – Caution: Tax Changes Ahead

The Biden Administration has proposed sweeping changes to the tax code that could affect your taxes in many areas, including personal income, employment, estate, gift, and corporate taxes. With...

Private Foundation, Donor Advised Fund, Other? Know Your Options to Maximize the Impact and Fulfillment of Your Charitable Giving

As appeared in WealthManagement.com. With many charities struggling to raise funds and meet expanding demand during the pandemic, philanthropy, a term that literally means “love of humankind,” has become...