What to Leave When You’re Gone: Estates & Families

In estate planning, there are some common stumbling blocks to completing a plan. Who will care for your children? At what point do you end life-sustaining care? How much should you leave to your children? Perhaps the most challenging of these is the last. Picking...

3 Factors That Will Drive Northwest Housing

Newcomers are arriving in record numbers to the Pacific Northwest. Home inventory levels are at ten year lows in many market areas. Three factors, listed below, have the potential to put continued pressure on available housing and consequently drive up valuations. THE MILLENNIAL MORTGAGE BOOM

When Much Ado Can Be Something

Since joining Coldstream in December, I have been dubbed the resident bear of our Investment Strategy Group (ISG) – not an easy brand to carry when you first come through the door. Though, to be honest, when it comes to the prospect of this current...

Beyond the Noise: A Look at Greece, Puerto Rico, & China

Three events in financial markets have received significant media attention in the last week: a potential Greece exit from the Eurozone, a potential default by Puerto Rico on its bond holdings, and the significant decline (after a rapid advance) in China’s equity markets.  The Coldstream...

Stay Safe from Hackers! How to Protect Against Cyber Fraud

Every day hackers and tech thieves discover new ways to get your information, pretending to be someone you know or trying to get you to spill your secrets. Just yesterday, TD Ameritrade announced that someone was sending fake internet “phishing” emails that asked for personal...