March 19, 2013 In Coldstream Happenings By Detlef Schrempf

F5 St. Patty’s Day Dash Success!

The sun came out to shine on the 13,000+ participants and 300+ volunteers, who made the 29th St. Patty’s Day Dash a huge success! Over a dozen companies took the Coldstream corporate team challenge to increase internal wellness. The winning team was Coinstar with 115 runners over F5, Zonar Systems, T-Mobile, Deloitte & Touche, NY Life, NorthCoast Electric, Coldstream and others. Congrats to Coinstar!

Thanks for the support and your participation to make your work environment a healthier place!

Booth banner w bananas St Paddys Dash 2013 Pictures 028Start!

RB Soccer grp w Det St Paddys Dash 2013 Pictures 012St Patty's Day Dash the girls March 17th

KF Bryce Chris B St Paddys Dash 2013 Pictures 022Jonas w family St Paddys Dash 2013 Pictures 019

 

 

 

 

 

 

 

February 21, 2013 In Coldstream Happenings, Market Commentary, Markets By Detlef Schrempf

Coldstream Special Event – Jason Trennert, Strategas Partners Presentation

Strategas Investment Strategy Outlook – Equities & The T.I.N.A. Factor January 2013

Coldstream had the honor of hosting Strategas Research Partners on January 23rd at Overlake GCC. Strategas’ Chief Strategist and a regular on CNBC, Jason Trennert shared his major investment themes for 2013 in a post-election environment with “fiscal cliff” uncertainty.

Watch the video: https://www.coldstream.com/events

 

January 18, 2013 In Wealth Management By Joe Cervantes, CFP

Time to review your life insurance policy?

Reviewing your life insurance policy does not generally score high on ones list of priorities, but the reality is that life insurance policies seldom perform to the expectation set out at the issuance of the policy.  And, while life insurance is not typically viewed as an investment, it can often hold large sums (cash values) of family wealth, further leveraged with death benefits that can have a great impact on the planning of one’s affairs.  Therefore, it is important that periodic and comprehensive reviews be completed on the adequacy and efficiency of your risk coverage. READ MORE

January 17, 2013 In Investment Strategy By Elaine Heller, CFA®

A Pending Bond Bear Market?

In the aftermath of the tech bubble, the housing bubble, Wall Street scandals and the near collapse of the financial system, many ordinary investors have lost faith in the equity markets.  In an effort to reduce the risk in their portfolios, retail investors have exited equity mutual funds while bond funds have seen large inflows (see chart below).  Investors have accepted the lower return of fixed income assets in exchange for lower volatility and more certain cash flows.  Unfortunately, these investors may be in for a far rockier road than they had anticipated; we believe the current very low yields on fixed income instruments do not compensate investors for the risk that is building in the asset class. READ MORE

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