State of Affairs – Our Perspective

Most likely you are asking the same question we are. What is going on in Washington? And how and when does it end? We clearly have an acrimonious situation in Congress that has caused a government shutdown.  Coupled with the looming debt ceiling deadline of...

The 3rd Quarter Winds Down

September 2013 marks the five-year anniversary of the financial market collapse in 2008; we have certainly come a long way in those five years. With the S&P 500 and the Dow eclipsing all-time highs and interest rates having stayed low for the longest stretch in...

2013 Year-End Personal Tax Planning Considerations & Checklist

As we approach year-end, tax planning considerations should be starting to take shape.  New tax legislation has brought greater certainty to year-end planning, but has also created new challenges.  The number of changes made to the Tax Code and the opportunities these changes bring may...

Consider Dividend-Paying Stocks

In this low interest rate environment, income-minded investors, who have some tolerance for risk may find dividend-paying stocks attractive.  In fact, nearly 40% of S&P 500 companies have dividend yields above the 10-year US Treasury bond yield. The appeal of dividend-paying stocks is easy to...

About Coldstream

R.O.C.K.star Awards 2013 As part of our annual all-company retreat, an award is given to those individuals who go above and beyond the call of duty in the care of our clients, the company and our core values.  This 100% peer-nominated award is based on...

Disabled Advisory Services

Wealth in the form of an injury settlement requires a unique and comprehensive management approach.  Compassion, education, understanding family dynamics and building a team around you who will serve for years to come are hallmarks of our Disabled Advisory Services.  We have established key strategic relationships...