Charitable Giving: Options & Deadlines for 2015

As the year comes to a close, you may be considering charitable gifting. With so many mechanisms to do so, it is necessary to plan ahead. Start by deciding who will receive your donation. We are here to help with the what, how, and when...

Coldstream News – Retreat, Celebration, & Events

Building Connections & Fostering Growth At Coldstream, we believe that our people and our culture are key components to our success. This September we hosted an all-company retreat in Seabrook, WA, focused on strengthening ties between our teams. Over the course of two days, we...

Preparing for Year-End Tax Planning

Year-end tax planning may be especially challenging this year because Congress has yet to act on a host of tax breaks that expired at the end of 2014. Some of these tax breaks may be retroactively reinstated and extended, but Congress may not decide the...

Will a Broader Fiduciary Definition Help Us Save for Retirement?

  In 1974 the Department of Labor passed the Employees Retirement Income Security Act (ERISA) to protect pension plan investors, which eventually came to govern 401(k) plans and other similar defined–contribution plans. The retirement savings landscape has changed significantly over the past forty years, characterized...

Things that Go Bump in the Night

Concern over slowing global growth and the strength of the US dollar caused a steep decline in global markets in the third quarter, erasing gains made over the prior twelve months. The S&P 500 ended down 6.4% for the quarter and -5.3% in nine months...