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

April 14, 2014 In Tax Strategy By Kurt Biederman

Trust Basics

Introduction to Trust Basics

We find it beneficial to occasionally review the basics of trusts so our broader discussion of planning is more helpful.  There are numerous types of trusts, however all trusts share a common structure and generally share similar treatment by the law.READ MORE

April 11, 2014 In Coldstream Happenings By Coldstream

About Coldstream

St. Patrick’s Day Dash 2014St Paddys Dash 2014

The soggy Seattle rain didn’t stop “The Coldstream Team” of 38 strong from making it to the Finish Line along with close to 10,000 participants in the 30th annual St Patrick’s Day Dash on Sunday March 16, 2014 at Seattle Center.   We had a half dozen corporate team challengers with F5 Networks Team winning First place with close to 200 runners participating in the Dash, followed by Outerwall and Brooks Running.  All in all it was a festive and fun day; a great way to kick off our 2014 health and wellness initiative. Congratulations to all that participated!READ MORE

March 5, 2014 In Coldstream Happenings, Wealth Management By Coldstream

BANNER BANK AND COLDSTREAM CAPITAL MANAGEMENT, INC. ANNOUNCE RELATIONSHIP

 

FOR IMMEDIATE RELEASE:
March 4, 2014

 BANNER BANK AND COLDSTREAM CAPITAL MANAGEMENT, INC. ANNOUNCE RELATIONSHIP

WALLA WALLA, Wash. -Banner Bank, a wholly owned subsidiary of Banner Corporation (NASDAQ GSM: BANR), announced today that it has entered into a business relationship with Coldstream Capital Management, Inc., a Bellevue, WA based independent wealth management firm.READ MORE

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