Blog Post Highlights

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Coldstream Named One of  Washington’s 100 Best Companies to Work For
Coldstream Capital Management has been named one of Washington’s 100 Best Companies to Work For by Seattle Business magazine. An awards ceremony took place on July 1st to announce the winners among Seattle’s top businesses and leaders. Coldstream was one of 32 midsized businesses selected out of over 300 applicants who participated in the 2015 survey and was named #22 in that category. Now in its 26th year, Seattle Business magazine’s 100 Best Companies to Work For competition continues to be one of the most prestigious of its kind. Calculated based on the results of over 32,000 employee surveys, the [more]
Beyond the Noise:  A Look at Greece, Puerto Rico, & China
Three events in financial markets have received significant media attention in the last week: a potential Greece exit from the Eurozone, a potential default by Puerto Rico on its bond holdings, and the significant decline (after a rapid advance) in China’s equity markets.  The Coldstream Investment Strategy Group thought it important to cut through the “media noise” and let you know our views on these events. GREECE Near Term Uncertainty in Greece As you may have heard, Greece missed a $1.7 loan billion payment to the International Monetary Fund on Tuesday.  While this event and the closure of the Greek [more]
Stay Safe from Hackers! How to Protect Against Cyber Fraud
Every day hackers and tech thieves discover new ways to get your information, pretending to be someone you know or trying to get you to spill your secrets. Just yesterday, TD Ameritrade announced that someone was sending fake internet “phishing” emails that asked for personal information. Our partners at Fidelity saw cyber security as a rising threat as well, sharing a video last month on the topic and providing patrons with a takeaway for protecting personal data. We at Coldstream also understand how important it is to keep yourself safe when tricks like these pop-up. That’s why we’ve [more]
Coldstream News: New Additions, St. Patty’s, & Strategas
New Additions to the Team Coldstream continues to grow in exciting ways, and we are proud to welcome seven new members to our team. Four of these newcomers will join our Private Client Services (PCS) teams. Rachel Borsini arrives to Coldstream from an independent financial planning and investment firm in Seattle. She holds a BA in Economics and Spanish Language and Literature from the University of Puget Sound. Formerly an interior designer, Lacey Lopez brings with her both a unique creative approach and over five years of finance experience. Most recently, Lacey worked with Merrill Lynch as a Client Associate. [more]
5 Things to Know About Boating
Spring is here! With sunshine and blue skies overhead and Opening Day of the boating season on the horizon, nautical northwesterners are itching to get on the water. Before you launch your boat this season, take a few moments and review your insurance policy; coverage can vary greatly from policy to policy. Here are five scenarios to consider before donning those topsiders: 1. Remember the Titanic: It took 30 seconds from first sighting of the iceberg to impact; 60 minutes elapsed between collision and launch of the first lifeboat; the ship stayed afloat 160 minutes. In the 36◦ Fahrenheit water [more]
Coldstream Rolling Out New Reporting Technology
We are excited to announce we are rolling out Envestnet | Tamarac’s Advisor View™ portfolio management and reporting system, a significant upgrade to our technology platform. The Advisor View platform leverages new technology to increase our Client Service team’s productivity, improve efficiencies, and provide superior deliverables through new reporting capabilities and a more robust client portal. Advisor View offers many enhancements to our current systems including powerful portfolio analysis, alternative investment monitoring, and new tools for analyzing risk. In addition, every Relationship Team is now able to create their own personalized dashboards for viewing client account details and running [more]
Signals from the Noise – Market Update
I recently read a NY Times Magazine article by Clay Tarver, detailing the remarkable story of Jason Everman. Everman had the incredible distinction of being kicked out of both Nirvana and Soundgarden prior to their explosive success in the 1990s. He later, as he put it “decided to do the most un-cool thing, join the Army.” Everman persevered through training and eventually joined the Rangers and then onto Special Forces, distinguishing himself through more than a decade of hot deployments. Post Army, Everman graduated from Columbia University with a degree in philosophy. On his plans for the future “I’ll [more]
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]