Hopelink Luncheon

  Coldstream team members Liz McQueen and Emily Kopp were thrilled to participate in Hopelink’s annual Luncheon held at the Meydenbauer Center in downtown Bellevue. Hopelink has served homeless and low income families, children, seniors and people with disabilities since 1971. http://www.hope-link.org/ The Luncheon was...

Third Quarter Choppiness – Where Do We Go from Here?

With a back drop of an increasingly solid economic landscape in the US, deflation fears in Europe, and geopolitical uncertainty in the Middle East, Ukraine and Hong Kong, it is not surprising that the third quarter was tumultuous. European equity markets, responding to slowing growth,...

New Hire

Tiffany Weymouth, CFP, joined Coldstream in September as a Private Client Services Associate on the Joe Cervantes relationship management team. She brings a depth and breadth of financial services experience to the role including private client services expertise, most recently from Key Bank Private Client...

Coldstream Tactical Allocation Decisions: An Example

Investment decisions at Coldstream are made by our Investment Strategies Group (ISG), which is composed of client portfolio managers, as well as managers of other Coldstream investment vehicles such as our 401K and alternative investment products. ISG sets strategic parameters for its asset allocation decisions....

Company Retreat

Our company retreat this September took us to Mountain Springs Lodge in Plain, Washington where, during an active yet relaxing weekend, we fly-fished, rode horseback, and zip-lined. More importantly, the retreat provided a great opportunity to hone the cooperative and team-building skills vital to serving...