Blog Post Highlights

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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]
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]