The combination of continued global economic expansion with moderating inflation provided a favorable backdrop for financial markets in the first half of 2023. Corporate earnings results were generally better than expected, which improved investor sentiment toward equities. The US market rally was led by mega-cap technology stocks and fueled by excitement around artificial intelligence. Yet, September was a tough month for risk assets and equities in particular. Click here to read a brief investment market commentary.
Colony Market Brief
October 2023
News & Insights Archive
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A Review of Income Tax Issues Associated With Intra-Family Loans & Installment Sales Series IV of IV
February 2025
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Colony Market Update
January 2025
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Tax Legislation and IRS Inflation Adjustments
December 2024
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A Review of Income Tax Issues Associated With Intra-Family Loans & Installment Sales Series III of IV
October 2024
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Colony Market Review & Investment Outlook
August 2024
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A Review of Income Tax Issues Associated With Intra-Family Loans & Installment Sales – Series II of IV
July 2024
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A Review of Income Tax Issues Associated With Intra-Family Loans & Installment Sales – Series I of IV
April 2024
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Colony Market Update
February 2024
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Tax Legislation and IRS Inflation Adjustments
December 2023