Blog - Coldstream Wealth Management

What You Need to Know About the New Washington State Long-Term Care Act

Posted April 26, 2021

UPDATE as of 01.11.22 In mid-December Governor Jay Inslee announced he is temporarily halting the collection of the new Washington Cares Fund payroll tax while the state Legislature works to overhaul the legislation. Subsequently, the Governor clarified his remarks stating that he does not have...

Market Commentary: ALL ABOARD!

Posted April 12, 2021

April 12, 2021 THE US ECONOMY What a difference a year makes. After some glitches early on, the vaccine roll-out in the United States appears to be going well, especially when compared to the roll-out in the great majority of other countries. As the US...

5 Easy Ways to Declutter Your Financial Life

Posted April 7, 2021

April 7, 2021 Decluttering. Thanks to Marie Kondo, meditation gurus and an amazing amount of time at home, we have all had opportunities to declutter our closets, our monkey minds and our “working-from-home” space (formerly known as the dining room). But what does it mean...

Coldstream Recognized on Barron’s 2021 Top 1200 Advisor Rankings

Posted March 25, 2021

Bellevue, WA – March 25, 2020 We’d like congratulate Kevin Fitzwilson and Joe Cervantes for their recognition in Barron’s 2021 Top 1200 Advisor Rankings. Kevin and Joe are among the top advisors in Washington State again this year! We thank you for your dedication and...

How To Avoid a 10B5-1 Meltdown

Posted February 3, 2021

February 3, 2021 Well, if you don’t know what a 10b5-1 plan is yet, you may aspire to be in a place to need one. For some, they are a necessary evil. For others, they are downright mystifying. But let’s take a look at their...

Market Commentary: A Year Like No Other

Posted January 19, 2021

January 19, 2021 First, and most importantly, we hope you are safe and doing well, and we look forward to being able to see many of you in person in 2021. Since March, financial markets and the global economy have been dominated by the spread...

What You Need to Know About the New Washington State Long-Term Care Act

Market Commentary: ALL ABOARD!

5 Easy Ways to Declutter Your Financial Life

Coldstream Recognized on Barron’s 2021 Top 1200 Advisor Rankings

How To Avoid a 10B5-1 Meltdown

Market Commentary: A Year Like No Other

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