Blog - Coldstream Wealth Management

Coldstream Named One of Washington’s 100 Best Companies to Work For

Posted July 2, 2015

Coldstream Capital Management has been named one of Washington’s 100 Best Companies to Work For by Seattle Business magazine. An awards ceremony took place on July 1st to announce the winners among Seattle’s top businesses and leaders. Coldstream was one of 32 midsized businesses selected...

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

Posted July 1, 2015

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

Posted May 1, 2015

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

Posted April 16, 2015

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

Posted April 15, 2015

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...

Coldstream Rolling Out New Reporting Technology

Posted April 14, 2015

We are excited to announce we are rolling out Envestnet | Tamarac’s Advisor View™ portfolio management and reporting system, a significant upgrade to our technology platform. The Advisor View platform leverages new technology to increase our Client Service team’s productivity, improve efficiencies, and provide superior...

Coldstream Named One of Washington’s 100 Best Companies to Work For

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

Stay Safe from Hackers! How to Protect Against Cyber Fraud

Coldstream News: New Additions, St. Patty’s, & Strategas

5 Things to Know About Boating

Coldstream Rolling Out New Reporting Technology

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