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

July 30, 2014 In Market Commentary By Chris Judy

A Green Light for Further Gains?

The first half of 2014 turned out to be positive almost everywhere you looked in the financial markets. After posting a stellar 2013, the bull market and asset inflation have continued. While back to back large double digit annual returns from stocks do not happen often, it is normal to see a positive return in the S&P 500® Index the year following one like 2013. We estimate if the economy can sustain current growth levels, high single digit returns from the stock market this year seem reasonable, and so far that forecast is playing out well. We are of the mind that over the longer term, five to ten years out, we are in a secular bull market for stocks and the economy. We also note the improvement of International Developed markets relative to the US. As you can see from the data below, International markets are performing at par with the US this year, a welcome development for longer term global growth. That said, we are always reminding ourselves that 5 to 15% corrections are commonplace in bull markets.READ MORE

July 22, 2014 In Awards & Recognition By Coldstream

Coldstream Earns Honors

Peter Beeson, Rich Merrifield, Phil Platt

Peter Beeson, Rich Merrifield, Phil Platt

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.

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