2014 St. Patrick’s Day Dash

As part of Coldstream’s Employee Health & Wellness Initiative, we are once again sponsoring the St. Patty’sDay Dash Challenge!  Accept our challenge and join us in Seattle’s largest single-distance run, walk, jog or crawl.  There are two ways to participate! Join the Coldstream Team (click the link...

2013 is in the Books- What can we do for an Encore?

2013 turned out to be a banner year for equity investors. As the nearby chart illustrates, most domestic equity indexes were up by 30% or more, International Developed Indexes 20% or more, while developing market indexes, for the most part, had slightly negative returns. Bonds...

Thinking of Retiring Overseas? Considerations to Keep in Mind

Over nearly three decades of providing financial planning counsel to clients, I have observed a variety of lifestyle trends rise and fall in popularity. A good example of those changing persuasions is the growing number of pre-retirees that are shunning the idea of owning a...

About Coldstream

We’d like to thank all our clients and friends of the firm who attended our Holiday Party on December 5th, between the music, food, drinks and great people attending, a good time was had by all.  We would particularly like to thank those Coldstream team...