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About: jasmingarcia

Posts by jasmingarcia:

  • Embracing Empowerment: A Wealth Manager’s Perspective on Women’s Leadership Posted on March 8, 2024 (March 8, 2024) by Jasmin Garcia in Wealth Strategy&Women and Wealth
  • 10 Essential Tax Planning Strategies Posted on February 9, 2024 (February 29, 2024) by Jasmin Garcia in Tax Planning&Wealth Strategy
  • The COO Roundtable: Episode 61 Posted on February 7, 2024 (February 7, 2024) by Jasmin Garcia in Podcast: The COO Roundtable
  • Coldstream Ranks in Oregon Business’ 2024 Power Book: Financial Planners Posted on January 23, 2024 (January 29, 2024) by Jasmin Garcia in Awards & Recognition
  • Market Commentary: “What, Me Worry?” – Alfred E. Neuman Posted on January 19, 2024 (May 8, 2025) by Jasmin Garcia in Market Commentary
  • The COO Roundtable: Episode 60 Posted on January 17, 2024 (February 7, 2024) by Jasmin Garcia in Podcast: The COO Roundtable
  • Preserving Traditions Posted on December 11, 2023 (December 18, 2023) by Jasmin Garcia in Wealth Strategy
  • The COO Roundtable: Episode 59 Posted on December 6, 2023 (December 6, 2023) by Jasmin Garcia in Podcast: The COO Roundtable
  • Bundling Charitable Contributions to Maximize your Tax Benefits Posted on November 14, 2023 by Jasmin Garcia in Philanthropy&Wealth Strategy
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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.

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© 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.