Research & Insights

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...

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.

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.”

A brief Summary of some of the major provisions of the CARES Act

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.

In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.

Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.

Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.

The IRS releases its “Dirty Dozen” tax scams each year, highlighting schemes that put taxpayers at risk of identity theft, financial loss and potential legal consequences. While these scams tend to spike during tax season, typically December through April, they can occur at any time of year. Understanding how these scams work and knowing what to watch for can help you protect your personal information and avoid costly mistakes.

Client Tax Resources, Updated for the Current Tax Year

As your financial life grows, whether through career success, savings, inheritance, or business ownership, your financial decisions become more complicated. Many investors unintentionally overlook key areas that can impact long-term results. Here are five common mistakes we see and practical ways to avoid them.