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...
(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 eight years...
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...
(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 ultra-affluent families...
2017 Tax Reform Update After being passed by both the House and Senate earlier today, the most extensive changes to the tax code in over 30 years are on the way to President Donald Trump for his signature. The legislation reforms both individual income and corporate income taxes and will move the...
In light of last night’s election results, we are reaching out with some brief commentary. Obviously we aren’t political commentators and only scratching the surface here, but in an effort to be helpful, we wanted to share our initial takeaways. The conventional wisdom among political...
