News & Insights

Volatility spiked early last week after President Trump upended the expectation for an imminent trade agreement. After concluding that the Chinese were reneging on terms they had agreed to during earlier bargaining rounds, Trump opted to more than double tariffs on $200 billion in Chinese imports...

In late March, part of the U.S. Treasury yield curve “inverted” for the first time since 2007.  Specifically, the yield on the 3-month Treasury note rose above the yield on the 10-year Treasury bond. Over the last several months, there has been a lot of angst about the potential risk of an...

Final regulations governing the selection, designation and power of partnership representatives were issued on August 6, 2018. On December 21, 2018, the Treasury and the IRS issued final regulations addressing other aspects of IRS partnership audits. If your family owns a family limited partnership...

Greetings from all of us at Colony Family Offices.  We hope you are enjoying the season. Given the significant sell-off in equities and other risk assets over the last several weeks (despite yesterday’s strong gains), we are sharing our perspective.  Here’s the summary: There’s been...

We want to provide an update regarding year-end planning within your taxable investment accounts.  As noted in our previous communications regarding the recent market backdrop, 2018 has been a period of increased volatility coupled with mixed performance.  We understand that experiencing these...

Tax planning at year-end always presents opportunities, especially in a year that involves significant new tax legislation. This memorandum outlines key provisions of the 2017 Tax Cuts and Jobs Act even though many of the basic principles remain for year-end planning: defer the recognition of...

As you are likely aware, volatility has continued in October and we’ve seen some dramatic price swings.  Equity markets experienced another steep selloff yesterday as selling pressure increased late in the day.  For example, the S&P 500 Index declined 3.1% and erased its year-to-date gain...

As our personal and professional lives continue to shift more toward the digital landscape, we wanted to share information regarding a password management service that we’ve recently implemented at Colony Family Offices, LLC.  We feel such a service could be beneficial to better safeguard your...

Global equity markets experienced a significant selloff yesterday.  For example, the S&P 500 Index declined -3.3% on Wednesday—the largest daily decline since February 8, 2018.  All sectors in the S&P 500 slumped Wednesday, with technology stocks down nearly 5%.  It was also the fifth...

June 4, 2018 (Charlotte, NC) – The principals of Colony Family Offices® are pleased to announce that they received regulatory approval from the North Carolina Banking Commission to open Colony Trust Company℠, LLC.  It is the first newly chartered North Carolina public trust company in over...

Equity markets have been lackluster of late and volatility has spiked over the last couple of days.  The S&P 500 Index has declined about -4.5% over the last two trading sessions (Thursday and Friday), erasing it’s year-to-date gain.  As of today’s close (3/23/18), the broad global equity...

January 22, 2018 (Charlotte, NC) Colony Family Offices® is pleased to announce Kathy Habluetzel and David Parker as the newest members of our team. Kathy and David are newly admitted Members of Colony Family Offices, LLC.  They both bring valuable experience to Colony and have served...