What You Need to Know About the Latest COVID-19 Relief Bill

Last week, Congress passed a $900 billion relief bill called The Consolidated Appropriations Act, 2021 (the Act).  The legislation was signed into law by the President on Sunday, December...

Why Did the Fed Change Its Framework? And Why Does It Matter?

Editors Note: This analysis is being published in collaboration with EconoFact, a nonpartisan economic publication that created the following content. The Issue: Over the past two years, the Federal Reserve...

Living Together, But Not Married? Consider A Cohabitation Agreement

As Appeared in Kiplinger. If you are one of the growing number of Americans who are in a relationship and living with someone, a cohabitation agreement might not be...

Year-End Tax Planning 2020

The many challenges of 2020 have of course been exacerbated by the heightened uncertainty surrounding them. While the human challenges remain the most critical, from a financial-planning perspective, many...

Making a Gift This Year? Some Key Questions to Consider

As Appeared in Kiplinger. With any potential change in administration, wealth creation and preservation are hot topics of conversation. But this year, there’s one in particular that’s top of...

Investing with Values – October 2020

October Observations We are simultaneously facing three fundamental crises: the Covid-19 pandemic, racial inequality and social injustice, and climate change.  Undoubtedly, albeit to varying degrees, these challenges have impacted...

Should you plan for higher taxes now? Yes, say tax professionals.

With the election just around the corner, we thought it would be helpful to alert you to some of the tax planning ideas we are currently considering for clients....

Seize the Moment on Holistic Advice

As appeared in Barron’s. I recently did an internet search for the “evolution of advice.”  The results were telling.  Most of them related to technological advances and the growing...

Methods of Motivation

As appeared in Financial Advisor  Employers need good employee incentive plans so that the interests of their firms and companies are aligned with the needs and wants of their key...

Here’s how to prepare an investment plan for a Trump or Biden presidency

As Appeared on CNBC Every four years, as we approach the U.S. presidential election, we reflect on the wide-ranging implications of each potential outcome. As is always the case,...

How to Successfully Transition a Family-Owned Business – Worth Book Club

Our advisors, Marshall Rowe, James Fitts and John Weeks celebrated the release of their new book, Your Next Adventure: Planning for Life After the Sale of Your Business. The...

Sustainable Investing: Why is Doing Good For Society Also Good for Investors?

In this webinar, our advisors, Brian Presti and Marshall Rowe review how the role of a corporation is being re-defined, why corporate responsibility has moved from “nice to have”...

Colony Event – Seven Steps to Managing Your Memory with Dr. Andrew Budson

As we seek to enrich the lives of our clients, we are pleased to present exclusive events focused on addressing all of the important aspects of their lives, including their...

Not an End but a Beginning: A Business Owner’s Guide to Retiring Well

As Appeared in Small Biz Daily Business owners by nature are problem solvers. Driven by a need to be in control of their destiny, they start businesses that solve...

Key Components of the CARES Act for Individuals

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was recently enacted into law and many of the provisions of the $2 trillion package may be relevant to you....

Retirement Is a Whole New Ballgame Under the SECURE Act

Part of the $1.4 Trillion spending package passed by Congress and signed off by the President, the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act contains several important...

How to Make and Achieve Your New Year’s Resolutions

The practice of making New Year’s resolutions has existed for hundreds of years.  The practice is related to the winter solstice and the process of rebirth.  With the driving...

Fundamentals for an Entrepreneur’s Financial Planning

As appeared in Estate Planning Magazine by Thomson Reuters  Henry David Thoreau famously wrote: “If you have built castles in the air, your work need not be lost; that...

The Risk and Impact of Living Longer

As appeared in Financial Advisor Magazine There’s no denying that longevity is increasing in the U.S. and throughout much of the world.  Recent legislation like The SECURE Act, passed...

How can private equity and venture capital partners and executives control liquidity risk?

The fast-paced and demanding private equity and venture capital industries can provide opportunity for significant wealth accumulation to partners and executives. Read...

Why do many wealthy families fail to pass a lasting legacy to their future generations?

Shockingly, 60 percent of family wealth succession transfers fail, according to research by Roy Williams and Vic Preisser in Preparing Heirs, 2003. We explore how families can pass an...

Relief from High Retirement Plan Fees May Be In Sight

In the almost three decades since 401(k) defined contribution plans were established, they have become the primary retirement funding tool for individuals. The initial purpose of the savings vehicle...

Personal Financial Planning For Executives & Entrepreneurs ft. Michael Nathanson

Don’t miss Michael Nathanson featured on Abhi Golhar’s nationally syndicated radio show talking to entrepreneurs and executives about how to maximize their financial success based on The Colony Group’s...

How can female executives and entrepreneurs equip themselves for long-term financial success?

Women are gaining ground in the highest echelons of self-made wealth. In fact, 2017 was a record-breaking year for female self-made billionaires, with 56 women making the Forbes World...

When a family member dies take a deep breath, consult professionals and don’t make any big moves

As appeared in Salon.com  Life has a way of ramping up stress — both good and bad — at times.  In 2018, my wife and I were blessed by...