News & Updates

G. Tate Groome, Co-CEO and Director of Insurance Strategies, author of The Best Policy

G. Tate Groome Accredited Estate Planner® Designation & Book Release

By Diamond Adams | Feb 4, 2020

G. Tate Groome, CFP®, CLU®, AEP® 2019 spurred a process for advancement within Colton Groome’s culture. In addition to regularly…

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Bull & Bear as puppets on strings

2019 Q4 Review | 2020 Outlook

By Diamond Adams | Jan 28, 2020

The Colton Groome Investment Committee invites you to read insightful research and commentary on markets and the economy, shown below.…

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Photo of Carl Petty, Guest Speaker on April 28, 2020

Carl Petty on Leading Your Way to Growth

By Diamond Adams | Jan 24, 2020

This event has been postponed due to COVID-19 concerns. If you are already registered for this event, Colton Groome will…

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Businessman With Scissors cutting the word Fee

Charles Schwab & Company to eliminate specific trading commissions.

By Diamond Adams | Oct 8, 2019

Colton Groome & Company is proud of its ability to deliver global resources with local accountability. One example of this…

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Inflation Looks Tame as Fed Raises Rates One Last Time in 2018

By Diamond Adams | Dec 26, 2018

Week of December 24, 2018 By: Horizon Investments, LLC   Another week of mixed economic results, as the Philadelphia Fed…

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A Quick Guide to Market Volatility

By Diamond Adams | Dec 12, 2018
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Welcome & Goodbye

By Diamond Adams | Nov 27, 2018

A Season of Change Welcome Matt Donohue  |  Goodbye John Igharas We are excited to announce the arrival of our newest…

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U.S. Economy Remains Strong Despite Equity Volatility

By Diamond Adams | Nov 5, 2018

A lot is happening in the markets, and you have questions. We are here to provide you with pertinent and…

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Marie Jaquelin Watters Colton: 1922-2018

By Diamond Adams | Sep 26, 2018

We were heartbroken to learn of the passing of Colton Groome & Company’s Founding First-Lady, Mrs. Marie Colton. Marie was…

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Horizon Investments, LLC is a separate entity from ValMark Securities Inc. and Colton Groome & Company.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRASIPC, 130 Springside Drive, Suite 100, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome & Company, Colton Groome Financial Advisors, LLC., are separate entities from Valmark Securities, Inc. Colton Groome & Company is a separate entity from Retirement Plan Advisory Group.  

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