November 21, 2012 In Investment Strategy, Market Commentary, Tax Strategy, Wealth Management By Randall Buck

Thoughts on the “Fiscal Cliff” from the Coldstream Investment Strategy Group

With the elections over, the media has turned its attention to negotiations between the U.S. House, Senate and Administration over tax policy and spending programs to avert what has been dubbed the “fiscal cliff” facing our country.  One of our research resources, Strategas Research Partners, provides a list below of the various tax extensions, programs and spending cuts set to change in 2013 if action isn’t taken between now and year end. Investors have clearly been nervous about the outcome of these negotiations; the S&P 500 stock market index has fallen (as of November 16th) more than 6% from its early October level, with the NASDAQ composite and small cap stocks down even more.READ MORE

November 21, 2012 In Coldstream Happenings By Detlef Schrempf

Coldstream attending Schwab Impact

Coldstream members Hilary Clark, Catherine Williams and Liz McQueen attended the Schwab Impact event in Chicago.

IMPACT is an invitation-only industry conference where advisors come together with influential presenters, exhibitors, and subject-matter experts to learn about and collaborate on key issues and best practices. Every facet of the conference is designed to help attendees remain at the forefront of the industry.

Liz & Hilary

November 21, 2012 In Awards & Recognition, Coldstream Happenings By Detlef Schrempf

Darren Ritchie attaining the CAIA designation

Congratulations to Coldstream Senior Analyst Darren Ritchie for attaining the CAIA designation.

The Chartered Alternative Investment Analyst (“CAIA”) program comprises a two-tier exam process through which one may earn the CAIA charter, the global mark of distinction in alternative investments.  The CAIA program curriculum covers a wide range of topics within the alternative universe, including professional standards and ethics, regulation, private equity, real estate, commodities and managed futures, hedge funds, structured credit, manager due diligence, risk management, and portfolio management.  Since its inception in 2003, more than 5,400 individuals in over 75 countries have earned the CAIA designation and thousands more have become candidates in the CAIA program.  The CAIA Association was co-founded by the Alternative Investment Management Association, the global trade association for the alternative industry, and the Center for International Securities and Derivatives Markets at the University of Massachusetts, a leader in alternative investment research and education.

October 22, 2012 In Coldstream Happenings By Detlef Schrempf

Fashion Show to support BYTF

Coldstream partner Detlef Schrempf and his wife Mari were thrilled to be kicking off Fashion Week at The Bellevue Collection. It began in 2005 when Nordstrom asked the Detlef Schrempf Foundation to partner with them in producing this premier event. Thanks to Nordstrom’s leadership and generosity, this event has raised over $180,000 for local children’s charities. The show continually sells out, with 100% of tickets purchases going to the Detlef Schrempf Foundation and selected children’s charity partners. Past beneficiaries include: Central Area Youth Association; Clothes For Kids; Little Bit Therapeutic Riding Center; Family & Adult Service Center; Bellevue Youth Theatre Foundation.READ MORE

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