August 26, 2014 In Coldstream Happenings By Coldstream

The sailing is smooth, sometimes

RocheHarborThis month, Kevin Fitzwilson and his team cruised by boat up to beautiful Roche Harbor to meet with Coldstream clients. A great time was had by all. The weather on the return trip, however, allowed this hearty crew to ‘soak up’ all the fun they could handle, earning a new and likely permanent respect for the words ‘small craft advisory’. It was a true team effort on the trip home, and Jenny Dunne contributed to our team’s safe return with her ability to repair windshield wipers, on-the-fly.

August 18, 2014 In Coldstream Happenings By Coldstream

Coldstream Announces New Chief Investment Officer

HowardColdstream Capital Management, Bellevue, is pleased to announce the promotion of Howard Coleman to the position of Chief Investment Officer. Known for his upbeat and intensely driven nature, Coleman has led Coldstream’s Investment Strategy Group and been a member of the firm’s Investment Committee since his previous firm, Genesee Investments, LLC, was acquired by Coldstream in 2012. Prior to joining Coldstream, Coleman spent 15 years as General Counsel, Managing Director, and Investment Committee member for Genesee Investments, LLC, which managed several hedge funds and hedge funds of funds with peak assets totaling approximately $500 million. “Howard has articulated a compelling vision for Coldstream’s investment platform,” says COO Phil Platt. “We are confident his leadership will enhance Coldstream’s investment offering and help deliver strong risk adjusted returns for our clients.” Additionally, Coleman has served as an outside director to private equity and hedge funds, and he has chaired the Investment Committee and currently chairs the Board of Governors of Antioch University. He earned his BA in Political Science from Antioch College and JD from the University of Washington.READ MORE

August 12, 2014 In Coldstream Happenings By Coldstream

Coldstream volunteers at Eastside Baby Corner

Recently our Coldstream team volunteered at Eastside Baby Corner, an organization that makes a positive difference in the lives of children and families in need by collecting and purchasing children’s items. With the help of volunteers, Eastside Baby Corner distributes these items, free of charge, through agencies who are providing services for families in east King County.

August 7, 2014 In Planning By Vince Lee, CPA/PFS, CFP®

Use a Buy-Sell Agreement to Sell Your Business

After you have a valuable financial interest in your company, you may want to think about various exit strategies. A funded buy-sell agreement with your co-owner or partners can provide security to you, your partners and your family. A buy-sell agreement is a legal contract that is common in closely held businesses. It is an agreement you can enter into now that provides for the future sale of your business interest. When carefully drafted, your buy-sell agreement may be used to set the taxable value of your business interest.

The buy-sell agreement provides a measure of security for both parties of the sale. The buyer is bound by contract to buy your interest, and the buyer knows that you are not allowed to sell to another party. In addition, the buy-sell agreement identifies the conditions under which a sale will occur. You can choose the events that will trigger the sale of your interest under the agreement. Typical trigger events include death, long-term disability, retirement, and divorce.READ MORE

August 6, 2014 In Coldstream Happenings By Coldstream

About Coldstream

Coldstream Earns Honorspsbj-efgpc
Coldstream was named one of the Puget Sound Business Journal’s Eastside Fastest Growing Private Companies for 2014. We were selected based on net revenue growth over the three years ending in 2013. While we are honored to have been part of this illustrious list, we recognize it is you, our clients and friends, who make this award possible. Thank you for your on-going confidence in us and support of our team.READ MORE

July 30, 2014 In Planning By Liz McQueen, CRPC®

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, there are still many things we as consumers may do to protect ourselves.READ MORE

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