Behind The Name
We're often asked how our team chose the name "Colony Wealth Advisors." We chose "Colony" to honor Frank O'Meara’s brother Ben, who was a world renowned, Hall of Fame rider and trainer...
Looking Beyond the Abyss
From February 19, 2020, through March 23, 2020, the stock market experienced a peak-to-trough 35.4% decline that left investors fearing there was no bottom in sight. Three trading sessions later, the S&P 500 had rebounded 20.31% before eventually rallying as much as 35.9% to within 12.3% of its all-time high.
Again and a-Ghen: From Bronx Bombers to Bomb Lances
This is the first article in a series of articles about exceptions to the rule, and they make me think of a quote attributed to Mark Twain, “History doesn’t repeat itself but it often rhymes.”
Government Responds to Coronavirus Crisis With Many New Rules
A brief Summary of some of the major provisions of the CARES Act
Massive Government Stimulus Package to Bridge the Economy
The Senate and White House have agreed to a massive, unprecedented economic stimulus package designed to bridge the economy through this extraordinary period. The Fed moves into lending directly to the broader economy and not just to banks.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
January Investment Perspectives
In this issue we look at what will shape the economy in 2025, revisit last year’s market themes, and discuss how history may hint at what’s ahead.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Tax Mailing Schedule
Client Tax Resources, Updated for the Current Tax Year.
