Washington’s GET Program Updates Explained

Many parents in the Pacific Northwest choose to start saving early for their children’s education, including participating in Washington state’s Guaranteed Education Tuition (GET) program. However, as tuition starts lowering with the College Affordability Act, the state felt it was necessary to reevaluate the GET...

Inside Our Internship Program

At Coldstream, we welcome the opportunity to take students into our family and introduce them to the business of wealth management. Through our internship program, we have been able to engage with and develop many students and are very proud of our program’s success. For...

Coldstream Recent & Upcoming Events Q3:2015

RECENT EVENTS The past quarter has been busy for Coldstream and its employees! We celebrated our 19th Anniversary in April with an office party, and presented another great Strategas Market Update in May. We participated in the Eastside Baby Corner’s inaugural Diaper Drive, winning the...

Stop the Presses: ACE to Acquire Chubb

On July 1st, the insurance world experienced a major event. I woke at 4:00am for my pre-sunrise run and upon my return home was bombarded with the news: ACE acquires Chubb for $28.3 billion! I did quite a double-take, but much to my surprise, I...

What to Leave When You’re Gone: Estates & Families

In estate planning, there are some common stumbling blocks to completing a plan. Who will care for your children? At what point do you end life-sustaining care? How much should you leave to your children? Perhaps the most challenging of these is the last. Picking...

3 Factors That Will Drive Northwest Housing

Newcomers are arriving in record numbers to the Pacific Northwest. Home inventory levels are at ten year lows in many market areas. Three factors, listed below, have the potential to put continued pressure on available housing and consequently drive up valuations. THE MILLENNIAL MORTGAGE BOOM