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.

Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.

Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.

You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.

This piece reviews the major secular investment trends that we believe will influence the economy and markets in the coming years.