News & Insights

You can always see something new when you look at things from a different angle. Original views and unique perspectives can help you see alternatives and new approaches in life. We believe that conversations of wealth and business management, and how to live meaningful lives, are most successful with a collaborative team that has many skillsets.

We don’t just handle investment strategies, tax matters, and various complex structures that surround your wealth. Many more opportunities can be possible. Here, The Colony Group explores these possibilities and shares our insights so that we can help you bring meaning and joy to your lives.

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Highlights

Q4 2023 Colony Market Perspectives

2023 was a reminder of how common it is for investment markets to confound the greatest number of investors. Most prognosticators entered 2023 predicting that inflation would remain sticky...

26 Tips on Expiring Tax Cuts and Jobs Act Provisions to Review Before 2026
The Colony Group Awards Samantha Sickorez Bold and Brilliant Scholarship
Net Investment Income Tax: Impact on High-Net-Worth Portfolios

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