Women are breaking glass ceilings; we are breaking the mold.
According to the 2022 Capgemeni World Wealth Report, over the next two generations, women will inherit 70% of global wealth. By 2030, women are expected to manage two-thirds of household wealth.
A conversation that places a spotlight on financial topics most relevant to women by providing accessible resources; driving progress toward a more inclusive financial industry and featuring The Colony Group professionals behind it all.
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Women have specific considerations when it comes to life’s most transitional moments (maternity leave; childcare; eldercare; longer life expectancy) and the financial responsibilities that come with them. So when it comes to managing wealth, women think about it differently. Statistically, women investors are known to be: more risk-averse; take more time evaluating investments before moving forward; naturally hold portfolios with greater diversity; are less active and naturally patient in times of market volatility; approach investing with a long-term view; and place a great degree of importance on value, sustainable investing, and philanthropic giving. What does this all equate to? Women are effective investors who consistently generate strong returns.
With women governing their financial lives so distinctly, we at The Colony Group were inspired to create a financial platform for women investors; one that is approachable, engaging, and connects investors with The Colony Group professionals who are passionate about sharing their expertise and empowering investors to be confident stewards of their wealth.
Her Wealth by Colony produces content that elevates women professionals and investors, revolutionizing their space in the evolving finance industry while simultaneously supporting The Colony Group’s initiatives like Diversity, Equity, and Inclusion and our Net Positive Pledge, portions of which focus on gender equity, financial literacy, hiring and retention, mentorship, and career development.
The Lisa Poff Bold and Brilliant Scholarship is awarded annually to a colleague who shares a commitment to learning and exploring new challenges. To be eligible for the scholarship, applicants will have been full-time employees and in good standing at The Colony Group for a minimum of two years. Eligible programs include academic or professional courses, certifications, advanced degrees, leadership and coaching, and other development programs.
The Colony Group’s Nan Vlad, Senior Wealth Advisor and Principal, shares her journey from a life in the performing arts to financial services. Tune in to a special episode sponsored by Her…...
For Colony Group Associate Wealth Advisor, Nicole Steinwedell, a career in financial services was never part of the plan, but when her curiosity about the industry piqued, she left behind…...
Growing up in Sri Lanka and finding her way to finance, The Colony Group’s Indrika Arnold, Senior Wealth Advisor, and Principal, is no stranger to stepping outside her comfort zone.…...
How are D1 basketball and the finance industry similar? The Colony Group’s Whitney Turner, Client Service Associate, will tell you! Here, Whitney discusses how lessons she’s taken from her time…...
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These 5 tips will help you to instill your values about your family’s wealth with children of all ages. Wealthy families often struggle with how to tell their children...
The goal of this paper is to help you get structured for investment success. This requires asking the right questions and prioritizing your objectives. Threshold Questions will help you...
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Learn smart ways to save and grow your wealth in your 20s and 30s when you think you don’t have any money to put aside If the pandemic taught...
Taxes are a fact of life—even in retirement. How much you will be required to pay could have an effect on your lifestyle during this phase of your life....
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The Colony Group’s Kristina Saunders, Senior Portfolio Manager, recently spoke with Barron’s on the best ways to support advancing women’s careers in wealth...
The Colony Group is excited to feature Her Wealth, which focuses on engaging, educating, and serving women on financial topics. The goal of Her Wealth is to establish a...
The Colony Group's Susan Miller spoke with Barrons in the article "Divorce Can Be Messy. It Gets Even Messier When Top Execs Split Up." Read the full article here.
The Colony Group is proud to announce that Liz Talbot, CFA, CPA, has been named one of 2023 Forbes Top Women Wealth Advisors Best-In-State ranking number 7 in Massachusetts....
During Women’s History Month, it seems natural to reflect upon how we are doing with respect to gender diversity and empowering women at The Colony Group. In my role,...
A nuanced and thoughtful approach to financial planning is like peering into a kaleidoscope. Each kaleidoscope design comprises a unique set of pieces and patterns, and those specific dimensions...
Taking control of your financial world is easier than you think, especially with a powerful network of female advisors that have navigated this road before.