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 should executives and entrepreneurs think about prioritizing their financial goals?

By Michael J. Nathanson, Nadine Gordon Lee, and Stephen Stelljes

Having worked with executives and entrepreneurs for decades, we still find that many come to us with similar problems...

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Can I expect more than financial advice from my financial advisor?

By Michael J. Nathanson, Ron Rubin, and Max Haspel

Thirty years ago, the term financial advice commonly referred to a limited subset of services, with an emphasis on...

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How can wealth advisors support professional athletes throughout their life journey?

By Nina Mitchell, Craig S. Jones, Ian Barclay

Wealth advisors are in a unique position to understand the life journeys of their professional athlete clients. While their clients’...

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