Blog Post Highlights

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Save the date – College Access Now (CAN)
Wednesday May 6th 6-8:30 p.m. Sodo Park Seattle Coldstream is excited to be a Masters level sponsor for the College Access Now (CAN) 2015 annual spring event. Save the Date for Spring Forward on May 6th, an event designed to celebrate and support the hard work and drive of more than 1,200 students on the path to college. Join passionate community members for a fun and philanthropic evening featuring stories of students and the AmeriCorps coaches that are helping them reach their college dreams. Keynote Address by President Elson S. Floyd of Washington State University Student and Alumni speakers Appetizers and [more]
Chris Judy retired in December 2014. We appreciate his nine plus years of service as a Portfolio Manager and Relationship Manager, and his significant technical expertise as a member of our Investment Strategy Group (ISG). Renee Hawkes joined Roger Reynolds’ team in November as a Wealth Planner. Renee brings to Coldstream over 19 years of experience in tax, financial, and estate planning. She began her career in a regional accounting firm, helping high net worth individuals plan for liquidity events, execute estate plans, and compliance related to the same. She has also served as Director of Fiduciary Services and Director [more]
Have you ever sent a text message while driving? Taken a phone call in the car and your Bluetooth didn’t sync – phone held up to your ear – multi-tasking, juggling work, family and deadlines? In the blink of an eye, perhaps traffic stops, a motorist swerves, a pedestrian pops out unexpectedly and you’re responsible for a significant accident. The injured party sent by ambulance to the Emergency Room, perhaps multiple surgeries, multi-year rehabilitation and then a law suit ensues, totaling millions. Another not uncommon scenario: a young, inexperienced driver, making a poor judgment call to impress a date, change [more]
10 Potential Pitfalls and How to Protect Your Beneficiaries 1) Naming a Minor Child Insurance companies will not pay the proceeds of a life insurance policy directly to a minor. Absent a trust or other specified legal arrangement, a court-appointed guardian will handle all proceeds until the child reaches legal age (18 or 21, depending on the state). There are three ways to avoid this scenario: (1) Leave the money to a reliable adult specifying that it is for the child’s benefit (2) Set up a trust for the benefit of the child and name the trust as the policy [more]
Oil Prices and Market Volatility Expectations
The end of 2014 brought yet again an increase in market volatility, angst surrounding global economic growth, and continued unease about the longer term central bank strategies and actions. Several key points are worth highlighting: Volatility in the stock market has picked up in the past few months. Concerns about global economic growth, the health of emerging markets, geopolitical tensions, and plunging oil prices have investors on edge. Investors continue to rotate toward defensive sectors such as consumer staples, health care, and utilities, helped in part by the steady decline in long-term interest rates. More cyclical sectors such as basic [more]
2015 St. Patrick’s Day Dash
As part of Coldstream's Employee Health & Wellness Initiative, we are once again sponsoring the St. Patty's Day Dash Challenge! Accept our challenge and invite your friends and family to join us in Seattle's largest single-distance run, walk, jog or crawl. There are two ways to participate! Join the Coldstream Team (click the link above!) Select Team Member Registration Enter Team Registration Code: ColdstreamTeam   Coldstream Team Members Save $3.00 or create your own team Contact Carol Roll (206) 464-0826 at the Detlef Schrempf Foundation or email to designate your team captain and establish your Team Registration Code. (Note, Minimum [more]
2014 Charitable Gifting Deadline Fast Approaching
In order to ensure timely processing of your gifting directives, your friends at Coldstream request that you have all charitable gift requests for 2014 submitted to us by Friday December, 19 2014 We wish you and yours a safe and healthy Holiday Season [more]