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...
The Biden Administration Tax Plan – What You Need to Know...
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...
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...
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...
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...
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...
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...
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...
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 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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
Join Curated by Colony as we kick off our 2023 Live Well and Thrive webinar series with a discussion on Bucket List Living, special travel destinations, once-in-a-lifetime trips and experiences for even the most discerning traveler....
Watch the recording below. Last year it seemed that investment markets were aligned against investors. As the Fed raised rates at a record-setting pace in modern history, equities posted their worst returns since 2008 and bonds experienced one of the largest drawdowns on record. As we kick off 2023,...
Watch the webinar recording here. Join Curated by Colony and wellness provider O’Connor Professional Group as we discuss current challenges and trends in mental health and provide tools and resources to help navigate and promote health and well-being in your...