April 24, 2019 In Market Commentary By Jasmin Garcia

It’s a Marathon…

Market Commentary

By Rafael A. Villagran, Portfolio Manager

Markets started the year on a sprint, and that’s encouraging, particularly in light of how stocks finished 2018. But investing is a marathon and we always keep our focus on the longer-term. And, putting the first quarter rally into context, stocks just climbed back up to where they were last September/October prior to the fourth quarter pull-back. We see two primary drivers behind the recent bounce: READ MORE

April 15, 2019 In Uncategorized By Jasmin Garcia

The Underwriting of a Construction Loan Through the Eyes of a Lender

One small step for man, one giant leap for mankind. – Neil Armstrong

By Chris Blakeslee

This summer, we will be celebrating the 50th anniversary of the first walk on the moon.  I recently watched the movie, “First Man” which is about the life of astronaut, Neil Armstrong (played by Ryan Gosling), and the space mission this country embarked on that led to this historic event on July 20, 1969.

As an engineer, I am instinctively attracted to science, so I naturally found this movie entertaining.  While I currently don’t practice many of the engineering principles I once painstakingly studied, I oftentimes, in my business career, find a direct connection.READ MORE

March 19, 2019 In Uncategorized By Jasmin Garcia

The Inherent Value of Good Advice

By Rachel McCracken

I joked the other day that now that I’m in my 40’s, I have a stable of specialists that I go and see to help me stay healthy and informed.  Other than the standard preventative annual check-ups to the doctor and dentist, I now regularly see the chiropractor, masseuse, trainer, and a radiologist, among others.  I have a watch to monitor my heart rate while I run, an app to clock weekly workout goals, and a scale that will tell me my BMI (should I ever want to know it).READ MORE

October 10, 2017 In Economy By Kristen Bridge

Strategas Event With Dan Clifton – September 2017

Watch Coldstream Wealth Management’s moderated discussion with Dan Clifton, director of legislative and public policy research at Strategas Research Partners in Washington, D.C. In this discussion, Mr. Clifton provides his analysis of how current legislation and policy impacts our economy.

September 28, 2017 In Awards & Recognition By Kristen Bridge

Coldstream Wealth Management Welcomes New Team Members

Bellevue, WA, September 27, 2017 – Coldstream Wealth Management today announced the addition of several influential and experienced team members.  Former Washington State Treasurer (2008-2016), James McIntire, along with Dan Kingston, Former Head of Portfolio Management at Vulcan Capital, will be founding members of the Coldstream Wealth Management Investment Strategy Group’s Advisory Board READ MORE

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