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About: jasmingarcia

Posts by jasmingarcia:

  • Employee-Owned and Committed to Client Service Posted on August 30, 2022 (August 30, 2022) by Jasmin Garcia in Coldstream Happenings
  • How to Support Someone Who Has Lost a Loved One Posted on August 8, 2022 by Jasmin Garcia in Wealth Strategy
  • 3 Ways to Overcome the Initial Hurdles of Estate Planning Posted on August 3, 2022 (November 21, 2023) by Jasmin Garcia in Estate Planning&Wealth Strategy
  • Where From Here: A Recap of the Second Quarter and Thoughts Going Forward Posted on July 15, 2022 by Jasmin Garcia in Market Commentary
  • How to Stay Safe During Summer Travel Posted on July 13, 2022 by Jasmin Garcia in Insurance&Wealth Strategy
  • 4 Insurance Risks Everyone Should Know About Posted on July 11, 2022 (January 29, 2024) by Jasmin Garcia in Insurance&Wealth Strategy
  • Should You Consider Long-Term Care Insurance? Posted on July 6, 2022 (July 7, 2022) by Jasmin Garcia in Insurance&Wealth Strategy
  • Invest With Pride: Finding the Right LGBTQ+ Financial Planner Posted on June 22, 2022 (June 29, 2022) by Jasmin Garcia in Financial Planning&LGBTQIA+&Wealth Strategy
  • ES… What? The Skinny on ESG (Environment, Social and Governance) Investing Posted on June 21, 2022 (June 29, 2022) by Jasmin Garcia in Investments&Wealth Strategy
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Recent Posts

  • Coldstream’s Bike to Work Month
  • Coldstream Ranks in USA Today’s Best Financial Advisory Firms
  • Finding Tax Efficiency in an Era of Increasing Tax Obligations
  • Watch Coldstream’s MarketCast for Second Quarter 2026
  • Celebrating Coldstream’s 30th Anniversary!

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© 2026 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. Strategic Advisory and Investment Banking services are offered by The Rainier Group, Inc. dba Coldstream Capital Partners. Hersman, Serles, Almond, LLC and Harrison Berkman Claypool & Guard, PLLC both do business as Coldstream Tax & Consulting. All Rights Reserved.