The Colony Group

@ColonyGroup

The Colony Group is an independent, fee-only financial advisory firm that provides objective advice to high net worth individuals and families and institutions.

Boston MA
thecolonygroup.com
Joined June 2012
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  1. 20 hours ago

    Trying to time a regime shift and a bursting of the related bubble "is extremely difficult and can be extremely painful if you're on the wrong side of the trade," said to .

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  2. Mar 19

    The recent dust-up about whether ESG ETFs have any social/environmental impact led Brian Presti to educate us on 's approach to Sustainable Investing. The difference may surprise you

    1 retweet 1 like
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  3. Mar 17

    Inflation, the Fed stimulus, and an economic recovery that could lead to a “Roaring ‘20s” environment were a few of the market insights shared by with .

    1 retweet 1 like
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  4. Retweeted
    Mar 8

    We are beyond excited to celebrate with interview. Don't miss her inspiring story as a pioneer, visionary, and fierce woman who embodies .

    7 retweets 3 likes
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  5. Mar 12

    How can one cultivate a "culture of enough?" Read latest article in as he describes what it takes to foster a culture where everyone is focused on teamwork and collaboration.

    2 retweets 2 likes
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  6. Mar 8

    Intelligent, savvy, and dynamic women are part of our Her Wealth community as clients, collaborators and champions. YOU. Expand your financial knowledge, ask bold questions, and don't be afraid to join the conversation.

    3 retweets 2 likes
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  7. Mar 8

    For 's effort is financial illiteracy. Our empowers women with the financial confidence and resources they need to take control of their money and wealth.

    2 retweets 2 likes
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  8. Mar 8

    We are beyond excited to celebrate with interview. Don't miss her inspiring story as a pioneer, visionary, and fierce woman who embodies .

    7 retweets 3 likes
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  9. Mar 4

    Congratulations Andrew Roswell for earning the Chartered Financial Analyst® designation. Your tireless work and dedication is applauded by our entire team!

    1 retweet 6 likes
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  10. Mar 4

    Congratulations Andrew Belastock, CFA for earning the Chartered Financial Analyst® designation. Your tireless work and dedication is applauded by our entire team!

    1 retweet 7 likes
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  11. Mar 4

    Despite inflation being on top of investors’ minds for much of February, explains why he believes it may not be a near-term issue.

    3 retweets 3 likes
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  12. Mar 3

    You can "think of a financial advisor as an architect, builder and general contractor, all in one role, and an accountant as an independent contractor or specialist, says Nina Mitchell .

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  13. Retweeted
    Feb 24

    From Olympic Gold Medalist to head coach of women's basketball , shares her unrelenting pursuit of excellence with

    6 retweets 3 likes
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  14. Mar 1

    We are proud to be honored by as one of the 75 Best Places to Work for Financial Advisers nationwide. Learn more here:

    3 retweets 3 likes
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  15. Feb 26

    Congratulations Shane Glass for being recognized as a Top Business Manager by . is proud of your outstanding achievement!

    3 likes
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  16. Feb 25

    Congratulations, Jeremy Kuhlen, for your recognition as one of Forbes Best-In-State Wealth Advisors: Virginia!

    1 like
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  17. Feb 25

    Congratulations, Ron Rubin, for your recognition as one of Forbes Best-In-State Wealth Advisors: Maryland!

    1 like
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  18. Feb 25

    Congratulations, Craig Jones, for your recognition as one of Forbes Best-In-State Wealth Advisors: Colorado!

    5 retweets 6 likes
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  19. Feb 24

    Congratulations, , for your recognition as one of Forbes Best-In-State Wealth Advisors: Florida!

    1 retweet 3 likes
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  20. Feb 24

    Congratulations, Max Haspel , for your recognition as one of Forbes Best-In-State Wealth Advisors: New York!

    2 likes
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