Blog - Coldstream Wealth Management

There’s a lot Going On… Thoughts on Philanthropy in the Time of COVID-19

Posted October 20, 2020

October 20, 2020 I know I’m one of the lucky ones. Coldstream has weathered the COVID-19 storm well. Others have not been as fortunate. With furloughs, layoffs, and all the other challenges we are facing in 2020, people are hurting. And so are charitable organizations...

3Q 2020 Market Commentary

Posted October 19, 2020

October 19, 2020 If, on December 31, 2019, we were told that the total return on the S&P 500 for the first three quarters of 2020 would be 5.57% (which is what it was), many would have concluded that 2020 would be a relatively normal/uneventful...

Evaluating/Negotiating a Job Offer

Posted September 29, 2020

September 29, 2020 COVID-19 and the economic downturn have many out of work and looking for new positions. A job search can be competitive and confusing, especially if you haven’t looked for a job in a while. Companies in sectors that have been weathering the...

A Stalling Recovery?

Posted July 29, 2020

July 28, 2020 After the S&P 500’s downturn, culminating on March 23rd, it rallied 43.36% reaching its post-COVID high on June 5th. Since that time, the index has been essentially flat.

Taking the Leap – Buying a Second Home

Posted July 21, 2020

July 14, 2020 Buying a second home. It has always been an aspirational goal for our family, and with the shelter in place ordinance, the idea of having a safe getaway where we could unwind and get away from my dining-room-turned-office became the motivating factor...

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...

There’s a lot Going On… Thoughts on Philanthropy in the Time of COVID-19

3Q 2020 Market Commentary

Evaluating/Negotiating a Job Offer

A Stalling Recovery?

Taking the Leap – Buying a Second Home

The Stock Market and the Economic Recovery

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