Blog - Coldstream Wealth Management

Investing in a Time of Tweets and Tariffs…

Posted September 18, 2019

Investing in a Time of Tweets and Tariffs By Howard Coleman, Chief Investment Officer & General Counsel Coldstream Chief Investment Officer & General Counsel, Howard Coleman, wrote an article for One Accord on market volatility between August and early September. He provides important information on...

It’s a Marathon…

Posted April 24, 2019

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...

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

Posted April 15, 2019

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...

The Inherent Value of Good Advice

Posted March 19, 2019

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,...

Coldstream Holdings Inc. Announces Addition of Board Member, Heather Redman

Posted November 12, 2018

Coldstream Holdings, Inc. (CHI) is pleased to announce the addition of Heather Redman to their Board of Directors.

Strategas Event With Dan Clifton – September 2017

Posted October 10, 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.

Investing in a Time of Tweets and Tariffs…

It’s a Marathon…

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

The Inherent Value of Good Advice

Coldstream Holdings Inc. Announces Addition of Board Member, Heather Redman

Strategas Event With Dan Clifton – September 2017

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