• Contact Us
  • Careers
  • Client Login
Coldstream -
  • Services
    • Private Wealth Management
      • Wealth Management
      • Family Office
    • Institutional Investment Advisory
      • Endowments and Foundations
      • Fund Management
      • Retirement Plan Services
    • Tax Management
      • Tax & Consulting
    • Consulting
      • Investment Banking
      • Strategic Advisory
    • Insurance
      • Risk Management
  • About Us
    • About Us Overview
    • Our Founder Story
    • Engaging in Our Community
    • Awards and Recognitions
  • Meet Your Team
    • Meet Your Team Overview
    • Contact Us
  • Insights
    • Insights Overview
    • Market Commentary
    • Wealth Strategy
    • The COO Roundtable Podcast
    • Disability Advisory Services
    • Women and Wealth
    • Company Benefits
  • Contact Us
  • Careers
  • Client Login

About: jasmingarcia

Posts by jasmingarcia:

  • What Issues Should I Consider When Reviewing My Tax Return? Posted on March 30, 2022 (April 6, 2023) by Jasmin Garcia in Tax Planning&Wealth Strategy
  • Raising Wealth Posted on March 16, 2022 by Jasmin Garcia in Family Needs
  • Coldstream Recognized on Barron’s 2022 Top 1200 Advisor Rankings Posted on March 15, 2022 (March 15, 2022) by Jasmin Garcia in Awards & Recognition
  • Stock Awards: A Tax & Planning Primer Posted on March 9, 2022 (June 3, 2022) by Jasmin Garcia in Company Benefits&Financial Planning&Tax Planning&Wealth Strategy
  • The Tax (Wo)Man Cometh… Posted on March 7, 2022 (March 7, 2022) by Jasmin Garcia in Company Benefits&Tax Planning
  • Our View of the Impact of the Russian Invasion on Markets Posted on February 25, 2022 (March 21, 2023) by Jasmin Garcia in Market Commentary
  • Cryptocurrency Overview Posted on February 23, 2022 (March 2, 2022) by Jasmin Garcia in Investments
  • Do I Have Enough Life Insurance? Posted on February 9, 2022 (March 1, 2022) by Jasmin Garcia in Insurance&Wealth Strategy
  • Financial Planning for Aging Parents Posted on February 9, 2022 (March 1, 2022) by Jasmin Garcia in Family Needs&Financial Planning&Wealth Strategy
  • «
  • 1
  • …
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • »

Recent Posts

  • Diversified Estate Planning for LGBTQ+ Families
  • Managing Increased Uncertainty in the Middle East
  • Invest in Women: Well-Being at Any Age
  • Incorporating a “Die with Zero” Philosophy into Your Long-Term Financial Plan
  • Helping children build wealth of their own: why the Roth IRA is an important gifting vehicle.

Categories

  • Awards & Recognition
  • Coldstream Happenings
  • Company Benefits
  • Cybersecurity
  • Disability Advisory Services
  • Estate Planning
  • Family Needs
  • Financial Planning
  • Insurance
  • Investments
  • LGBTQIA+
  • Market Commentary
  • Philanthropy
  • Podcast: The COO Roundtable
  • Retirement
  • Tax Planning
  • Uncategorized
  • Wealth Strategy
  • Women and Wealth
Coldstream -

Bellevue

425.283.1600

Seattle

206.281.7700

Mercer Island

206.466.6200

Kirkland

425.822.6557

Portland NE

503.239.0475

Portland SW

503.765.1223

Boise

208.515.2230

Kenai

907.215.2180

  • Contact Us
  • Disclosures
  • Privacy Policy
  • ADV Part 2
  • ADV Part 3 – Form CRS
© 2025 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. All Rights Reserved.