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.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Leave a Larger Legacy Using IRA (RMD) Maximization
If you don’t require the income from your annual IRA required minimum distributions (RMDs), you can reposition these distributions more tax-efficiently—and create more wealth for your heirs.
