Worth  the Read

We believe that financial education helps to inspire and support our clients so they can pursue what is next in their journey with confidence. Further, as serious and dedicated professionals in our industry, we feel it is our responsibility to extend our knowledge not only to our clients, but also to prospective clients, business partners, and friends in our local communities. The Colony Group has partnered with Worth Magazine to provide expert insights on topics most important to those communities we serve.

How can I ensure that I have responsibly prepared for the most difficult of transitions?

By Nadine Gordon Lee

Just a short while ago, I learned of two women in our local community who’d lost their spouses to...

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How can factor-based investing better position a portfolio for success?

By Michael J. Nathanson

Traditional asset allocation theory calls for constructing portfolios comprised of multiple asset classes, such as fixed-income, equities, alternative investments...

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How can professional athletes prepare for long-term financial security?

By Craig S. Jones

Like many careers, a career in professional athletics has a life cycle. Unlike what other professionals experience, however, an...

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