We’re excited to announce that Kevion Latham has joined Colony’s Denver team as a Senior Wealth Advisor, strengthening its practice dedicated to athlete-specific financial services. The practice and its...
We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...
We believe that NH investors and businesses will reach a crossroad in 2024. Below, we examine both the opportunities and risks created by this critical juncture. The macroeconomic environment...
WealthManagement.com recently announced the finalists for its 2023 Industry Awards, the “Wealthies”, to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success. A record-breaking number...
Investment managers focused on sustainability and impact often incorporate environmental social and governance (ESG) criteria into their process, but are the “E” and the “S” truly discrete? Environmental and...
Despite the rapid rise in yields over the last several months, many investors have continued to seek higher sources of income for their portfolios that are less sensitive to...
The last year has been challenging for investors in Chinese equities. The country’s zero-tolerance COVID policy has led to frequent lockdowns of major cities, which have taken a toll...
Previously published in Business New Hampshire Magazine. We believe that New Hampshire investors are facing a turbulent future. The pandemic led to severe economic dislocations that were addressed by...
A highly improbable story is unfolding in real time across the country, and it’s all true. It’s another story about political dysfunction, but it’s not one that most have...
As appeared in Advisor Perspectives. It’s interesting to watch how corporate boards have been dealing with the seeming conflict between their fiduciary obligations to shareholders and the mounting pressure...
Last year at this time we were faced with uncertainty regarding potential tax-related changes, preparing for potentially massive changes to the income and estate tax rules. The proposed tax...
Sustainable investing continues to both prosper and evolve. Issues related to the pandemic, social justice, and the environment accelerated its adoption in 2020, and this momentum has carried over...
The time has come for a new asset allocation paradigm. If we seek to optimize the returns not just on our financial portfolios but on our lives, we must...
For us, however, this concept is broader than just financial therapy. It’s why we prefer to do far more than just financial assessments with our clients and strive to understand their values, life goals, family dynamics, passions, fears, and personalities.
As Appeared in Rethinking65. Wealth advisors who have long-standing relationships with clients and their families do not take it for granted that clients share extremely personal and intimate details...
The Colony Group’s Michael Nathanson, CEO and Chair, wrote for CNBC in the article, “The tax gap is a real problem but so, too, is the ‘reverse tax gap’”....
As Appeared in Kiplinger. Jane and John, who are parents to four adult children, have amassed substantial wealth during their careers. To experience the joy of seeing their children...
As appeared in Rethinking65. When The Colony Group, a Boston-based national financial advisory, wealth and business management firm with more than $13 billion in regulatory assets under management recently...
“Everybody knows that the dice are loaded, Everybody rolls with their fingers crossed” Leonard Cohen, “Everybody Knows” As an avid classic rock fan, I often connect song lyrics or...
Effective financial planning for executives and entrepreneurs is complex, dense and impossible to reduce to a single, easy-to-understand formula. However, our latest book, Personal Financial Planning for Executives and Entrepreneurs:...
As appeared in Financial Advisor Magazine. The Colony Group’s Michael Nathanson wrote for Financial Advisor Magazine in the article “Preparing High Earners For Capital Gains Tax Hikes”. Read more...
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...
Recently, Blackrock’s former CIO of Sustainable Investing made headlines when he called out his former employer and the rest of the financial services industry for “duping” the American public...
Updated edition expands on key considerations for executives and entrepreneurs, including business-transition planning, concentrated holdings, and ESG strategies The Colony Group, a national wealth and business management company, today...
As appeared in Family Wealth Report. The Colony Group’s Jim Fitts, CFP®, Principal and Managing Director of Business Owner Services, spoke with Family Wealth Report about how business owners...