Blog - Coldstream Wealth Management

The Stock Market and the Economic Recovery

Posted June 11, 2020

June 08, 2020 Ending on June 3rd, the S&P 500 had the biggest 50-day rally in its history, gaining 37.7% over that period, and the NASDAQ Composite Index set a new all-time high on June 7th. As of the date of this letter, every stock...

How to Die Well; A Wealth Manager’s Perspective

Posted June 3, 2020

June 3, 2020 A little over a year ago, I lost both a brother and a very close friend to cancer within two days of one another. While devastating, I was honored to be able to spend time with them prior to their passing, listening...

Estate Planning in the Time of Great Uncertainty

Posted May 27, 2020

May 27, 2020 I have been in Wealth Management for more than 30 years, and, in my opinion, there has never been a greater urgency for estate planning than what we are seeing at this moment in history. The current health crisis, compounded with working...

COVID-19 Monitoring Resources

Posted April 3, 2020

April 03, 2020 As we continue to track the COVID-19 situation and assess its impact on financial markets, we wanted to share some of the resources we’re monitoring on a daily basis. Useful data is scattered across the internet, so we look at a variety...

Coldstream Recognized on Barron’s 2020 Top 1200 Advisor Rankings

Posted March 19, 2020

Bellevue, WA – March 19, 2020 – We are thrilled to share that Kevin Fitzwilson and Joe Cervantes have been recognized as top advisors in Washington State in Barron’s 2020 Top 1200 Advisor Rankings. Congratulations Kevin and Joe! We thank you for your continuous dedication...

The End of the Bull Market

Posted March 16, 2020

March 13, 2020 First, and most importantly, we hope you are doing well and staying safe. The longest bull market in the history of US equities came to an end this week as the S&P 500 fell more than 20% from its peak in breathtaking...

The Stock Market and the Economic Recovery

How to Die Well; A Wealth Manager’s Perspective

Estate Planning in the Time of Great Uncertainty

COVID-19 Monitoring Resources

Coldstream Recognized on Barron’s 2020 Top 1200 Advisor Rankings

The End of the Bull Market

BELLEVUE

SEATTLE

LAKE OSWEGO

Mercer Island

DON’T PANIC

You are now leaving Coldstream’s website and entering Coldstream’s Mutual Fund website.

We’ll be here when you’re done.