December 15, 2014 In Planning By Coldstream

Reminder from your Friends at Coldstream

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 All RMDs must be withdrawn by December 31, 2014, with the exception of those clients who turned or will turn 70½ during this calendar year; these clients may defer their first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.

December 3, 2014 In Planning By Liz McQueen, CRPC®

A Coldstream Reminder: The Holiday Season is also Prime Season for Identity Thieves

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

October 24, 2014 In Coldstream Happenings By Coldstream

Hopelink Luncheon

Donald Driver

Photo courtesy of Kathryn Rose

 

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.
http://www.hope-link.org/

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.

October 14, 2014 In Market Commentary By Elaine Heller, CFA®

Third Quarter Choppiness – Where Do We Go from Here?

With a back drop of an increasingly solid economic landscape in the US, deflation fears in Europe, and geopolitical uncertainty in the Middle East, Ukraine and Hong Kong, it is not surprising that the third quarter was tumultuous. European equity markets, responding to slowing growth, were weak across the board. In the United States, the trend favored large cap stocks over small, Japan struggled to keep its economy growing, and emerging markets were mixed. The nearby chart shows the performance for global markets for the third quarter and year to date.READ MORE

October 13, 2014 In Coldstream Happenings By Coldstream

New Hire

Tiffany Weymouth, CFP, joined Coldstream in September as a Private Client Services Associate on the Joe Cervantes relationship management team. She brings a depth and breadth of financial services experience to the role including private client services expertise, most recently from Key Bank Private Client Services in Bellevue, WA. She holds a Bachelor of Arts degree in Art History from the University of Washington.

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