Walk and Roll Event

Come join Coldstream team members for the 2nd annual Walk and Roll event held at Seattle’s Greenlake Park on Saturday October, 6th 2012.   This is our second year teaming up with the Spinal Cord Injury Association of Washington. SCIAW is the Washington State organization for people with spinal cord injuries and for all people committed to helping them.  We hope to see you there.READ MORE

“Standing in the Gap” support from Coldstream

Coldstream team members Hilary, Susan, Carolyn, James, Vince and Kevin have had the opportunity to attend the annual Recovery Cafe event ‘Standing in the Gap’ for the past several years. Introduced to us by a client, the Cafe offers a safe haven for those struggling in the process of reclaiming their lives from addiction. Members are offered a safe place for meals, but most importantly support groups, and activities such as yoga and art classes to name a few.READ MORE

Coldstream Acquires Ascent Capital

Coldstream Acquires Ascent Capital  

Chris Blakeslee joins Coldstream as Portfolio Manager

BELLEVUE — June 28, 2012 — Coldstream Capital Management (“Coldstream”) today announced that it has acquired Ascent Capital, a real estate lending partnership specializing in lending to single family home builders in King, Snohomish and Pierce counties.  Chris Blakeslee, Ascent Capital’s Managing Member, has joined Coldstream as a Portfolio Manager.READ MORE

Coldstream Acquires Pacific Northwest Insurance

 Combined platforms enhance integrated wealth management services

BELLEVUE — July 18, 2012 — Coldstream Capital Management (“Coldstream”) today announced that it has acquired Pacific Northwest Insurance (“PNI”), a property, casualty, life insurance and employee benefits specialist based in Kirkland, WA since 1992.  Rob James, PNI Principal, has joined Coldstream as a Partner.READ MORE

Choppy Waters

After a strong first quarter of the year, market sentiment in the second quarter eroded amid a variety of macro factors.  These factors included the impact of the fiscal cliff facing the US economy heading into 2013, the turmoil from the European financial crisis, economic headwinds of stagnant earnings growth in the US and a slowing in emerging markets, particularly China.  While any one of these disruptions may not have derailed the market, combined they created an environment in which capital moved out of risk assets to safer but low yielding credit instruments.READ MORE

A Refreshing Twist to the Pitfalls of Sudden Wealth Syndrome

In 2009, Sports Illustrated estimated that 78% of NFL players are bankrupt within two years of ending their careers, and that 60% of NBA players are broke within 5 years of retiring. Although not as dismal, Lottery winners also have an extremely poor track record of successfully retaining their wealth. Many of these individuals suffer from Sudden Wealth Syndrome (SWS), a term coined by Dr. Stephen Golbart and Joan Di Furia of the Money, Meaning & Choices Institute (MMCI) in the late 1990’s. Through their investment advisory firm’s dot com and lottery winner clientele, they witnessed a host of psychological issues that they associated with the stresses of new or sudden wealth resulting in financial disasters.READ MORE

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