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...

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...

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...

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...

Income Tax Planning Considerations for 2013

As we reach the mid-year point, much attention will be paid to the reduced income tax rates, known as the “Bush Tax Cuts,” slated to expire at the end of this year.  In addition, there are other new taxes and changes in tax deductions and...

Coldstream Happenings

The second quarter proved to be an eventful one for Coldstream and our team members as we merged with two Northwest-based firms, Ascent Capital and Pacific NW Insurance. Ascent Capital Partners Ascent is a real estate lending partnership led by Managing Member, Chris Blakeslee, a...