Highlights

Forbes 2020 Best-In-State Wealth Advisors Includes 5 Colony Group Wealth Advisors

Forbes has recognized five of The Colony Group’s Wealth Advisors in their 2020 Best-In-State Wealth Advisors list. Colorado – Craig Jones, JD, MBA, CPWA®, Managing Director, Rocky Mountain Region & Co-President, Colony Sports and Entertainment Florida (South) – Richard Steinberg, CFA, Chief Market Strategist Maryland – Ron Rubin, President,...

In the News

A Divorce Tax Guide for Financial Advisors

DIVORCE IS EXPENSIVE, and not just where legal fees are concerned. Taxes, if not handled correctly, can also become a costly consequence of splitting up. Thus, many divorcing couples look to a financial advisor to help them through the process.

"Divorce has its own subset of tax laws, so there are some nuances advisors need to be aware of regarding advising clients going through a divorce or who are contemplating a divorce," says Susan Miller, managing director and a senior wealth advisor with The Colony Group in Boston.

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US STOCKS-Futures slide as jobless claims top 6 million

“This shows the magnitude and the seriousness of this problem,” said Richard Steinberg, chief market strategist at Colony Group, in Florida. “We’re going to be digesting this for awhile and until the data becomes less worse, we’re going to have lumpiness in trading around these shock-and-awe numbers.”

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Market Perspectives

Q1 2020 COLONY MARKET PERSPECTIVES

While many of us were aware of the coronavirus spreading in China back in January, we had little reason to believe it would infect nearly every country in the world and become one of the worst pandemics and most tragic humanitarian crises in...

Q4 2019 COLONY MARKET PERSPECTIVES

What a difference a year makes! After a rough end to 2018, when U.S. stocks recorded their first down year since the recovery started, investor sentiment was at a low point. Many economists were forecasting a recession for the coming...

Q3 2019 COLONY MARKET PERSPECTIVES

In this quarter’s Perspectives we look at why companies are finding reasons to stay private for longer and how this impacts the market for initial public offerings (IPOs). We also investigate the many uncertainties that permeate the investment landscape and share with you how we incorporate these factors into...

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