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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The Colony Group Expands Services to Meet Clients’ Needs Beyond Wealth and Business Management

Bespoke offering addresses clients’ health and wellness, cybersecurity and other lifestyle needs The Colony Group, a national wealth and business management company, today announced the launch of Curated by Colony, a bespoke set of services offered through external partnerships designed to address the needs and objectives of clients beyond...

Pessimism Sells, but Optimism Pays
Non-Profit Sector, Slammed by the Pandemic, Needs the Generosity of Investors
Here’s how to prepare an investment plan for a Trump or Biden presidency

Recent News

Fractional Shares Are the Latest Craze for Small Investors. Here’s How They Work

“This is a lower-stakes way to learn how to manage money,” says Jason Blackwell in his interview with in responding to purchasing fractional shares.

The stock market’s not-enough tantrum

Richard Steinberg provides his views on the recent market volatility, potential election meltdown, and lack of additional fiscal stimulus in Axios.

Get Ready for the Future of Advice

The Colony Group launched a novel life-enrichment platform to complement and enhance our core wealth and business management platforms.  We are offering our clients an entirely new type and level of service focused not only on meeting their broad needs but also on enriching the very quality of their...

What Do Changes to the Dow Mean for Investors?

"For most investors, the Dow's changes likely don't impact much in their portfolios,” says Jason Blackwell to US News & World Report.

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