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.

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Coldstream Recent & Upcoming Events Q3:2015

RECENT EVENTS

The past quarter has been busy for Coldstream and its employees! We celebrated our 19th Anniversary in April with an office party, and presented another great Strategas Market Update in May. We participated in the Eastside Baby Corner’s inaugural Diaper Drive, winning the “Preakness” Division by donating over 2,290 diapers. Plus, our head of business development Detlef Schrempf and his foundation raised nearly $1,000,000 for local children’s charities at their gala and golf events in June. A selection of Coldstream staff members attended the gala to support and congratulate their colleague.

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What to Leave When You’re Gone: Estates & Families

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.

1. LOOK TO YOUR FAMILY VALUESREAD MORE

When Much Ado Can Be Something

Since joining Coldstream in December, I have been dubbed the resident bear of our Investment Strategy Group (ISG) – not an easy brand to carry when you first come through the door. Though, to be honest, when it comes to the prospect of this current bull market, I tend to be rather “Eeyoric” compared to my more optimistic counterparts. Perhaps it is appropriate, then, that my turn to scribe a market update came just as the quarter end became – shall we say – entertaining.

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