Blog Post Highlights

(click on any Title to read the full post)

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]
Deadline for Required Minimum Distributions (RMDs): Clients who are 70½ or older must take an RMD from their IRA and/or their QRP for the 2014 tax year. All RMDs must be withdrawn by December 31, 2014, with the exception of those clients who turned or will turn 70½ during this calendar year; these clients may defer their first distribution until April 1, 2015. [more]
Please take a look at the following risk measures to protect your finances during the most wonderful time of the year. Tips on Preventing Fraud Unfortunately, in our ever interconnected and automated world, we are seeing a big uptick in cases of fraud. While it is unlikely all cases may be prevented there are several ways you can better protect yourselves and your information. While there is no current way for the IRS to alert you if a Tax Return has been filed fraudulently on your behalf, and many of the credit monitoring agencies only report on new account activities, [more]
Coldstream Portfolio Manager James Walsh speaking with the Bellevue based magazine 425 Business
James is speaking about his favorite local restaurant for a business lunch.   You can find the print version in the November 2014 Print Edition of 425 Business. [more]
Hopelink Luncheon
  Coldstream team members Liz McQueen and Emily Kopp were thrilled to participate in Hopelink’s annual Luncheon held at the Meydenbauer Center in downtown Bellevue. Hopelink has served homeless and low income families, children, seniors and people with disabilities since 1971. The Luncheon was attended by over 1500 people who were all inspired by former Green Bay Packer Superstar Wide Receiver Donald Driver and his story of growing up homeless in Houston. The event raised nearly $1 million for local families in need. [more]
Throw Back Thursday #tbt
One of Coldstream’s distinguished Portfolio Managers: Robert Frazier [more]