Reviewing Your Life Insurance

10 Potential Pitfalls and How to Protect Your Beneficiaries 1) Naming a Minor Child Insurance companies will not pay the proceeds of a life insurance policy directly to a minor. Absent a trust or other specified legal arrangement, a court-appointed guardian will handle all proceeds...

Oil Prices and Market Volatility Expectations

The end of 2014 brought yet again an increase in market volatility, angst surrounding global economic growth, and continued unease about the longer term central bank strategies and actions. Several key points are worth highlighting: Volatility in the stock market has picked up in the...

2015 St. Patrick’s Day Dash

As part of Coldstream’s Employee Health & Wellness Initiative, we are once again sponsoring the St. Patty’s Day Dash Challenge! Accept our challenge and invite your friends and family to join us in Seattle’s largest single-distance run, walk, jog or crawl. There are two ways to...

2014 Charitable Gifting Deadline Fast Approaching

In order to ensure timely processing of your gifting directives, your friends at Coldstream request that you have all charitable gift requests for 2014 submitted to us by Friday December, 19 2014 We wish you and yours a safe and healthy Holiday Season

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 All RMDs must be withdrawn by December 31, 2014, with the exception of those clients who turned or...