May 19, 2014 In Awards & Recognition, Coldstream Happenings By Coldstream

Coldstream Earns its Master’s!

photo 2College Access Now, a charity which helps deserving students pay for college, held its annual Spring fundraiser event on Tuesday, May 12th at Mohai on South Lake Union in Seattle.  Coldstream participated as one of the ‘Master’s Degree’ top sponsors of this great event.  Former Deputy Secretary of the United States Department of Housing and Urban Development Ron Sims was the keynote speaker.  Kurt Biederman, Hilary Clark, Jenny Dunne, and Kevin Fitzwilson joined a crowd of 300 in thoroughly enjoying the festivities and helping this very worthy cause.

April 27, 2014 In Coldstream Happenings By Coldstream

Coldstream & Seattle Boat Company – The Ultimate Test Drive Event!

boatleftYOU’RE INVITED – The Ultimate Test Drive Event – Water & Land

Coldstream and Seattle Boat Company invite you to participate in an integrated test drive event showcasing a few of your favorite things… perfect boats, seductive sports cars, excellent boating gear & more!

The Ultimate Test Drive Event – Water & Land is our biggest test drive event of the year! Get behind the wheel of the world’s most luxurious sport boats, Cobalt Boats. Ride in your favorite Malibu Boat, the most technologically innovative water sports boat available. Drive in legendary Porsche Vehicles, including the all-new Macan SUV. Check out the finest boating accessories and watersports gear. Plus, connect with expert real estate agents featuring exceptional local properties, and with your wealth management partner – Coldstream.READ MORE

April 15, 2014 In Coldstream Happenings By Erika Yelle

The Heartbleed security flaw : Securing Your Information

Protecting our clients’ privacy and the confidentiality of their personal information has always been important to us. As our client, you may have concerns regarding reports involving the “Heartbleed” security flaw, which is reported to have potentially affected certain online sites that employ OpenSSL software. We would like to take this opportunity to reassure you that we have confirmation that your information is not impacted with respect to the security of your accounts at our primary custodians and third party vendors. We utilize Charles Schwab, Fidelity and TD Ameritrade as our primary custodians, AdvisorProducts Inc. (API) for the secure client login-only portion of our Coldstream website and Satuit as our Client Relationship Management Software (Satuit).READ MORE

April 15, 2014 In Wealth Management By Darren Ritchie

Wealth Management: The Role of the Investment Policy Statement

When our clients begin a wealth management relationship with Coldstream, the first thing they do is sign a stack of paperwork.  This generally includes an Investment Advisory Agreement – our formal contract with you, authorizations to trade your accounts, move assets and shop bonds from multiple brokers, and so on.  All of these items are valuable and necessary, but we try to highlight one particular document that otherwise might get lost in the shuffle: the Investment Policy Statement, also referred to as your ‘IPS’.  We believe the IPS is truly at the heart of what we do for our clients, and so it deserves a little extra attention.READ MORE

April 14, 2014 In Market Commentary By James Walsh

Polar Vortex : A Freeze on the Bull Market?

“As a newsman, I want to salute whoever came up with the term ‘polar vortex,’. It is terrifying but still sounds all science-y. A lesser meteorologist could have overreached with ‘arctic coldnado’ – Stephen Colbert 1/06/14

Hyperbole aside, while the polar vortex of freezing temperatures may have frozen most of the US, it had only a minor effect on market and broader economic activity in Q1. After a very hot year in the markets in 2013 it is reasonable to expect a cooling-off period.  In our last quarterly update our Chief Investment Officer, Bob Frazier, forecasted a 5-10% correction in the S&P 500 – he was spot on. READ MORE

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