Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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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...
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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.
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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.”
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Government Responds to Coronavirus Crisis With Many New Rules
A brief Summary of some of the major provisions of the CARES Act
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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.
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May Investment Perspectives
In this issue we discuss reduced pessimism toward European equities, real yields, and whether an S&P 500 high is still ahead.
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Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
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Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
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Secure 2.0 Act: What Plan Sponsors Need to Know in 2024
An array of new provisions under the SECURE 2.0 Act are on tap this year that are expected to profoundly impact plan design and how participants will save for the future. Read on to learn how to implement this next phase of the law successfully.
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Don’t Procrastinate – Establish Your Will
Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.
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Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how make the most of the leftover funds.
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