2014 St. Patrick’s Day Dash

As part of Coldstream’s Employee Health & Wellness Initiative, we are once again sponsoring the St. Patty’sDay Dash Challenge!  Accept our challenge and join us in Seattle’s largest single-distance run, walk, jog or crawl.  There are two ways to participate! Join the Coldstream Team (click the link...

Disabled Advisory Services

Wealth in the form of an injury settlement requires a unique and comprehensive management approach.  Compassion, education, understanding family dynamics and building a team around you who will serve for years to come are hallmarks of our Disabled Advisory Services.  We have established key strategic relationships...

Who Do You Rely On?

Recently I was completing a registration form to subscribe to an industry publication and a commonly asked question on the application struck me in a very peculiar way. It simply asked “Which best describes your primary business activity?”  I have seen this hundreds of times,...

Tax Implications after DOMA

On June 26, 2013, the US Supreme Court ruled Section 3 of the Federal Defense of Marriage Act (DOMA) was unconstitutional as it violates the equal protection clause of the Fifth Amendment of the US Constitution as applied to persons of the same sex who...

Estate Planning in a Post 2012 Taxpayer Relief Act Environment

For many people, the last few months of 2012 were an estate planning headache weighing the costs and benefits of gifting to children or trusts while debating whether the Federal government would increase or decrease the lifetime unified credit.  The lifetime unified credit is the...

F5 St. Patty’s Day Dash Success!

The sun came out to shine on the 13,000+ participants and 300+ volunteers, who made the 29th St. Patty’s Day Dash a huge success! Over a dozen companies took the Coldstream corporate team challenge to increase internal wellness. The winning team was Coinstar with 115...

Darren Ritchie attaining the CAIA designation

Congratulations to Coldstream Senior Analyst Darren Ritchie for attaining the CAIA designation. The Chartered Alternative Investment Analyst (“CAIA”) program comprises a two-tier exam process through which one may earn the CAIA charter, the global mark of distinction in alternative investments.  The CAIA program curriculum covers...

Fashion Show to support BYTF

Coldstream partner Detlef Schrempf and his wife Mari were thrilled to be kicking off Fashion Week at The Bellevue Collection. It began in 2005 when Nordstrom asked the Detlef Schrempf Foundation to partner with them in producing this premier event. Thanks to Nordstrom’s leadership and...

Walk & Roll

Coldstream fielded a team of supporters for the recent 2nd Annual Green Lake Walk & Roll event. Evidence of the tremendous grass roots community support was found in the bushels of homemade tamales, the plentiful supply of water bottles and balloons, the dozens of donuts...

Retirement Income Tax Strategies

Retirement, finally!  The time has come to stop working and start enjoying your retirement.  Over the years, you’ve made significant contributions to your retirement account, you have other assets, and, of course, Social Security at some point.  But, like most things, the transition from Saver...