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

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

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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...

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...

CNBC FED SURVEY

Richard Steinberg, CFA, Chief Market Strategist for The Colony Group, participated in the CNBC Fed Survey published September 15, 2020, which represents the opinions of 37 of the nation’s money managers, investment strategists, and professional economists. His comments are below: The Fed has created overly risky behavior in the...

Pessimism Sells, but Optimism Pays

A 2019 study by the National Academy of Sciences confirms the widely held belief that humans are drawn to negative news. Results from a 17-country, 6-continent study showed that modulating the tone of a video to be more negative increased attentiveness and arousal. The lesson here is clear, if...

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