Coldstream Tactical Allocation Decisions: An Example

Investment decisions at Coldstream are made by our Investment Strategies Group (ISG), which is composed of client portfolio managers, as well as managers of other Coldstream investment vehicles such as our 401K and alternative investment products. ISG sets strategic parameters for its asset allocation decisions. These parameters are designed so that client accounts are balanced and diversifi ed among asset classes. Within these strategic parameters, ISG also makes tactical decisions. These tactical decisions all fall within ISG’s strategic framework, but we will overweight and underweight asset classes based on ISG’s view of the near to medium term prospects for each particular asset class.READ MORE

Company Retreat

Our company retreat this September took us to Mountain Springs Lodge in Plain, Washington where, during an active yet relaxing weekend, we fly-fished, rode horseback, and zip-lined. More importantly, the retreat provided a great opportunity to hone the cooperative and team-building skills vital to serving our clients. We were able to work and re-charge our batteries at the same time!READ MORE

September Market Commentary

September started out great and ended with a whimper. The market as measured by the S&P 500 reached an all-time high two weeks ago when the S&P closed at 2011. Subsequently we have corrected 4% on an intra-day basis. Most pundits have been calling for a correction for months and the majority are looking for something like 10%. In an ongoing Bull Market you can always expect a 4-7% correction at any time as this is quite normal and our guess is any correction will be contained within those bands. Currently the markets are trading not on economics but on geo-political factors. We have had the Ukrainian situation, Scottish Independence, Hong Kong Demonstrations and ongoing turmoil in the Middle East. Somehow the large cap domestic markets have shrugged this off and only declined 4%. We believe this is encouraging and bodes well for better markets. It is noteworthy that after a mid-term election the markets have not declined once since 1946. This too should pass.

Coldstream Sponsors 2014 SCIAW Green Lake Walk & Roll

We are excited to be sponsoring the Spinal Cord Injury Association of Washington’s 4th Annual Walk & Roll!walk and roll

The first SCIAW Green Lake Walk & Roll was held in October 2011 in partnership with the Christopher & Dana Reeve Foundation. They raised over $11,000 and hosted over 200 participants.

Money raised for this event goes to the Christopher & Dana Reeve Foundation whose mission is “to find the cure” AND to the Spinal Cord Injury Association of Washington where they raise money to fund a state-wide peer mentor program and promote quality of life.READ MORE

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