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 the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.

In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.

Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.

Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.

Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.

Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.