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...

In Business Development, a Little Luck Goes a Long Way

Financial Advisor – September 2013 Baseball Hall of Famer Lefty Gomez was often heard to say, “I’d rather be lucky than good.” Advisors who hit pay dirt through a fortuitous introduction or a random round of golf can probably relate to that sentiment. It’s tempting...

Making the Connection…Building the Network

 Puget Sound Business Journal – September 13, 2013 Reynolds was 37 and managing director of Coldstream Capital Management.  Dierks was 36 and vice president of special projects for the American Cancer Society’s Northwest division.  Both were celebrating their 40 Under 40 Awards at the Hollywood...

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...