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.

July 18, 2014 In Coldstream Happenings By Coldstream

On the links at Chambers Bay

Chambers BayThis week Relationship Managers Kevin Fitzwilson and Joe Cervantes attended a TD Ameritrade-sponsored event at the beautiful Chambers Bay Golf Club in Tacoma. The course, which will host the 2015 U.S. Open, was in spectacular shape, the weather cooperated, and a splendid time was had by all. The event enabled our team to meet with TD Ameritrade’s regional manager for client relationships, among others, and to network with peers from around the region.

June 19, 2014 In Coldstream Happenings By Coldstream

Helping others . . . and teaching the next generation

MexicoIt was Spring Break in Mexico—but not how you might think (or see on TV). In April, Coldstream’s Chris Blakeslee led a group of 8 high school students on a mission trip to Tijuana, Mexico. They were part of a larger group of 65 kids. The group spent their week building and completing—from the ground up—a brand new house for a deserving homeless family.

June 11, 2014 In Coldstream Happenings By Coldstream

Coldstream Hire

phil_plattPhil Platt joins Coldstream as COO

Coldstream Capital Management, Bellevue, is pleased to announce the hiring of Phil Platt as Chief Operating Officer. Platt is an executive with a successful track record running investment advisory firms as Managing Director, COO, CFO, and Chief Compliance Officer.  In addition to his more than 10 years of Chief Operating Officer experience, he brings to Coldstream a broad business acumen, shaped by years of diverse responsibilities with Microsoft and Sprint, as well as in the real estate development and oil services industries. Platt earned a B.S. in petroleum engineering from the Colorado School of Mines and an MBA from Cornell University. “We are excited to have Phil join the Coldstream management team. His leadership, financial and operational skills will enhance the client and employee team-member experiences across all our affiliate companies,” says Kevin Fitzwilson, Managing Partner.READ MORE

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