Colony Webinar – 2021: Great Expectations

Now that 2020 is in the rear-view mirror (thankfully), and the end of the pandemic is underway, we invite you to join our Investment Leadership Team as they look forward into 2021. As we begin our journey back to “normalcy,” they will provide their insights on the markets and...

Caution: Tax Changes Ahead

The Biden Administration Tax Plan – What You Need to Know...

The Right Time To Sell Your Business: The Industry Clock: Is your industry favorable to potential buyers?

Three-Part Webinar Series: The Right Time To Sell Your Business. Aligning The Industry, Business, and Personal & Family Clocks Our webinar series kicks off as we explore the industry factors that may affect the value of your business. Ideally, you want to sell when your industry is growing and...

A conversation with Colony’s Investment Management Leaders

Join our Colony’s Investment Committee discussions to learn, first-hand, about the trends that affect the markets, and how they may shape our investment outlook. Top trends we’re discussing this quarter include: Bond rates and inflation took center stage: How high can they go and how does that impact your...

To 2030 and Beyond: Sustainable Investing Megatrends

The trend to invest in sustainable strategies has increased rapidly, resulting in more than $17 trillion in these assets at end of 2020, a 42% increase from 2018 according to USSIF. As more investors align some or all of their portfolios with their values and priorities shift to improve...

The Right Time To Sell Your Business: The Business Clock: Have you optimized the most important value-drivers for your business?

Three-Part Webinar Series: The Right Time To Sell Your Business. Aligning The Industry, Business, and Personal & Family Clocks Your business has been the hub and economic engine generating cash flow for you and your family. As you approach the decision to sell the business, identifying key value drivers and...

The Industry Clock: Is your industry favorable to potential buyers?

Our webinar series kicks off as we explore the industry factors that may affect the value of your business. Ideally, you want to sell when your industry is growing and experiencing a high level of profitability, and when industry multiples are high. Some of the questions our panel of...

The Right Time To Sell Your Business: The Personal & Family Clock: Are you and your family well-positioned for a successful post-sale?

Preparing yourself and your family for life after the sale is often overlooked as owners typically focus their energies only on the business aspects of the transaction. We have experienced situations where the Industry and Business Clocks were ready, but the owner and family blocked the sale at the...

The Business Clock: Have you optimized the most important value-drivers for your business?

Your business has been the hub and economic engine generating cash flow for you and your family. As you approach the decision to sell the business, identifying key value drivers and taking steps to improve them may help to drive up the price and may help you realize your post-sale lifestyle...

The Personal & Family Clock: Are you and your family well-positioned for a successful future post sale?

Preparing yourself and your family for life after the sale is often overlooked as owners typically focus their energies only on the business aspects of the transaction. We have experienced situations where the Industry and Business Clocks were ready, but the owner and family blocked the sale at the...

ATTACK SURFACE #2: DEVICES – How to Protect Your Phone, Tablets, and Computer

The global pandemic has accelerated our dependence on our devices — working from home, shopping online, and holding virtual hangouts with friends and family — all in effort to stay connected, and ultimately adopting new technologies and tools. While we have all stepped out of our comfort zones to adapt to this new tech environment, the cyberattacks have...

ATTACK SURFACE #3: HOME INTERNET ROUTERS AND WI–FI SYSTEMS – Manage Your Network Security and Privacy

The global pandemic has accelerated our dependence on our devices — working from home, shopping online, and holding virtual hangouts with friends and family — all in effort to stay connected, and ultimately adopting new technologies and tools. While we have all stepped out of our comfort zones to adapt to this new tech environment, the cyberattacks have...

Colony’s Exclusive Insights into Private Market Investment Strategies

With public equity valuations at historic highs and traditional fixed income yields at historic lows, investors may need to seek new sources of return to meet their targets. Many are looking to the private markets to increase return, reduce risk, or both. In this introductory webinar, the head of...

Reflect on 1st Quarter: Refine motivation and study skills to keep the momentum going

Once the year is up and running, it’s time to reflect on your student’s progress toward their goals and adjust as needed. In this workshop, we’ll take stock of their progress, learn how to plan for ongoing maintenance, refine project planning, and revisit study habits to keep long-term goals...

Market Outlook 2022

After another record-breaking year in the markets, what’s in store for 2022? Will it be another year of singing the “Inflation Blues?” (artist: B.B. King) or will “Three Little Birds” (artist: Bob Marley) tell us that “every little thing, gonna be alright?” We invite you to join our Investment...

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 health. Our latest webinar features Dr. Andrew Budson, a renowned neurologist and expert in Alzheimer’s disease and dementia, presenting his...

Seeking Alternative Sources of Income

Despite the rapid rise in yields over the last several months, many investors continue to seek higher sources of income for their portfolios that are less sensitive to Fed rate hikes. Join our investment team as they discuss the search for unconventional sources of yield. They will provide their...

2022 2nd Half Market Update

The first half of 2022 proved to be the worst start for stocks since 1970. What might lie in store for the second half? Join our investment team for a discussion on the current environment and outlook across asset classes. Questions we’ll endeavor to answer: 1. When might inflation...

Investing Through Volatility Webinar

High inflation, geopolitical strains, and a decelerating economy have contributed to a unique environment driving sell-offs across both stock and bond markets. With so much uncertainty around the globe, where should investors focus? We invite you to join our investment leadership team for an insightful discussion on how investors...

Curated by Colony: Live Well and Thrive Webinar – How To Manage The Holidays With An Aging Loved One

The holidays can be a difficult time for those with older family members. It is hard to see our loved ones struggling and if they have health issues, are lonely, or have trouble living independently, the holidays can become a tough and stressful time – for everyone.  Curated by Colony...