When Much Ado Can Be Something

Since joining Coldstream in December, I have been dubbed the resident bear of our Investment Strategy Group (ISG) – not an easy brand to carry when you first come through the door. Though, to be honest, when it comes to the prospect of this current...

Beyond the Noise: A Look at Greece, Puerto Rico, & China

Three events in financial markets have received significant media attention in the last week: a potential Greece exit from the Eurozone, a potential default by Puerto Rico on its bond holdings, and the significant decline (after a rapid advance) in China’s equity markets.  The Coldstream...

Stay Safe from Hackers! How to Protect Against Cyber Fraud

Every day hackers and tech thieves discover new ways to get your information, pretending to be someone you know or trying to get you to spill your secrets. Just yesterday, TD Ameritrade announced that someone was sending fake internet “phishing” emails that asked for personal...

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...

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...