How to Avoid a 10b5-1 Meltdown

February 3, 2021

Well, if you don’t know what a 10b5-1 plan is yet, you may aspire to be in a place to need one. For some, they are a necessary evil. For others, they are downright mystifying.  But let’s take a look at their origin story, and try to unpack what they are, why they are necessary, and how to operate well when we have one.READ MORE

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

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 whose mission it is to help.  Giving back now is more important than ever.READ MORE

Evaluating/Negotiating a Job Offer

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 current economic storm well are still hiring, although the interview process may look very different.  If you are currently in a job search, everything can feel mystifying and intimidating based on the new technology paradigm. READ MORE

Estate Planning in the Time of Great Uncertainty

May 27, 2020

I have been in Wealth Management for more than 30 years, and, in my opinion, there has never been a greater urgency for estate planning than what we are seeing at this moment in history.  The current health crisis, compounded with working from home and spending more time around loved ones, compels one to put life into perspective, which often can include thinking about one’s own mortality. READ MORE

Rainier Group Joins Coldstream

SEATTLE, WA – April 3, 2017 – Coldstream Holdings, Inc. (CHI), the parent company of Coldstream Wealth Management, a registered investment adviser, announced today that it has closed its merger with The Rainier Group, Inc., a Bellevue firm that offers investment advisory and mid-market business consulting services. Rainier Group Investment Advisory, LLC is now doing business as Coldstream Wealth Management, and Rainier Group Business Advisory continues to operate under the name and brand of The Rainier Group, Inc.

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George R. Pierce & Associates Join Coldstream

SEATTLE, WA – March 4, 2016 – Coldstream Wealth Management announces their merger with George R. Pierce & Associates (GP), an independent wealth management firm based in Seattle, WA, and the opening of a downtown office on Lake Union. Coldstream, advising over 600 households and $1.57 billion in assets as of December 31st, 2015, adds approximately 300 households and $325 million in assets with the addition of GP. Post-closing, GP will take on Coldstream’s name.

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Wealth Management: The Role of the Investment Policy Statement

When our clients begin a wealth management relationship with Coldstream, the first thing they do is sign a stack of paperwork.  This generally includes an Investment Advisory Agreement – our formal contract with you, authorizations to trade your accounts, move assets and shop bonds from multiple brokers, and so on.  All of these items are valuable and necessary, but we try to highlight one particular document that otherwise might get lost in the shuffle: the Investment Policy Statement, also referred to as your ‘IPS’.  We believe the IPS is truly at the heart of what we do for our clients, and so it deserves a little extra attention.READ MORE

BANNER BANK AND COLDSTREAM CAPITAL MANAGEMENT, INC. ANNOUNCE RELATIONSHIP

 

FOR IMMEDIATE RELEASE:
March 4, 2014

 BANNER BANK AND COLDSTREAM CAPITAL MANAGEMENT, INC. ANNOUNCE RELATIONSHIP

WALLA WALLA, Wash. -Banner Bank, a wholly owned subsidiary of Banner Corporation (NASDAQ GSM: BANR), announced today that it has entered into a business relationship with Coldstream Capital Management, Inc., a Bellevue, WA based independent wealth management firm.READ MORE

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