September Market Commentary

September started out great and ended with a whimper. The market as measured by the S&P 500 reached an all-time high two weeks ago when the S&P closed at 2011. Subsequently we have corrected 4% on an intra-day basis. Most pundits have been calling for...

Coldstream Sponsors 2014 SCIAW Green Lake Walk & Roll

We are excited to be sponsoring the Spinal Cord Injury Association of Washington’s 4th Annual Walk & Roll! The first SCIAW Green Lake Walk & Roll was held in October 2011 in partnership with the Christopher & Dana Reeve Foundation. They raised over $11,000 and...

Bill Gross Leaves PIMCO for Janus

As you may have heard, Bill Gross left PIMCO today for Janus Capital. Mr. Gross founded PIMCO; the firm was subsequently bought by Allianz. Apparently, Mr. Gross was forced out. He was the manager of PIMCO’s flagship Total Return Fund, which has underperformed its peers...

The sailing is smooth, sometimes

This month, Kevin Fitzwilson and his team cruised by boat up to beautiful Roche Harbor to meet with Coldstream clients. A great time was had by all. The weather on the return trip, however, allowed this hearty crew to ‘soak up’ all the fun they...