Blog - Coldstream Wealth Management

The Coronavirus and Markets

Posted February 25, 2020

February 25, 2020 In the last several days, fears about the Coronavirus spreading have resulted in a “risk off” environment in financial markets: equity markets globally have lost value and US Treasury prices have risen. As of the time of this letter, on February 25th,...

Expanding the Accredited Investors Pool

Posted February 24, 2020

Will the definition of what it means to be an accredited investor change in the near future? In December of 2019, the SEC voted to propose an amendment that would allow a greater number of individuals and institutions to qualify as accredited investors—increasing the eligible...

Market Update: 2019 Recap and 2020 Outlook

Posted January 16, 2020

Best wishes for a happy, healthy, and prosperous New Year. As 2020 begins, we wanted to provide you with: (1) a 2019 financial market review, (2) a snapshot of where we are currently, and (3) some thoughts going forward.

Detlef’s Interview with Chase Jarvis

Posted November 25, 2019

Detlef’s Interview with Chase Jarvis Detlef Schrempf touches on the importance of giving back during his interview on the Chase Jarvis Live Show. Thanks, Detlef for this great reminder to be grateful for life’s blessings and give back. The perfect sentiment and start to this...

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 Coronavirus and Markets

Expanding the Accredited Investors Pool

Market Update: 2019 Recap and 2020 Outlook

Detlef’s Interview with Chase Jarvis

Investing in a Time of Tweets and Tariffs…

It’s a Marathon…

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