July 20, 2015
In
Coldstream Happenings
Inside Our Internship Program
At Coldstream, we welcome the opportunity to take students into our family and introduce them to the business of wealth management. Through our internship program, we have been able to engage with and develop many students and are very proud of our program’s success. For a look inside what makes being an intern at Coldstream so valuable, we’ve interviewed two of our former interns who are now employed with our firm full-time: Jenny Dunne and Daniel Laris.
On July 1st, the insurance world experienced a major event. I woke at 4:00am for my pre-sunrise run and upon my return home was bombarded with the news: 
In estate planning, there are some common stumbling blocks to completing a plan. Who will care for your children? At what point do you end life-sustaining care? How much should you leave to your children? Perhaps the most challenging of these is the last. Picking a number that provides a leg-up for your heirs while protecting them from leading uninspired, unmotivated lives can seem like the work of a magician. Luckily, our wealth planning experts have put together three ways you can find your magic number.
Newcomers are arriving in record numbers to the Pacific Northwest. Home inventory levels are at ten year lows in many market areas. Three factors, listed below, have the potential to put continued pressure on available housing and consequently drive up valuations.