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...

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...

Walk & Roll

Coldstream fielded a team of supporters for the recent 2nd Annual Green Lake Walk & Roll event. Evidence of the tremendous grass roots community support was found in the bushels of homemade tamales, the plentiful supply of water bottles and balloons, the dozens of donuts...

The Impact of Monetary Policy on Investing

When making investments on behalf of our clients our views are being shaped by monetary policies both in the U.S. and abroad. The Taylor Rule A number of years ago John Taylor, a Stanford professor and noted economist, came up with a formula to guide...

Retirement Income Tax Strategies

Retirement, finally!  The time has come to stop working and start enjoying your retirement.  Over the years, you’ve made significant contributions to your retirement account, you have other assets, and, of course, Social Security at some point.  But, like most things, the transition from Saver...

Entering the Final Quarter of 2012…

As we highlighted in the spring, 2012 has been a good year for the financial markets, equities in particular, and has exhibited much less overall market volatility than 2011.  Although there were no significant year-over-year gains for equity markets in calendar 2011 from the prior...