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About: jasmingarcia

Posts by jasmingarcia:

  • Uncle Sam, Here I Come Posted on November 14, 2023 by Jasmin Garcia in Tax Planning&Wealth Strategy
  • Coldstream Welcomes Wealth Manager Kevin Peterson Posted on November 9, 2023 (November 21, 2023) by Jasmin Garcia in Coldstream Happenings
  • The COO Roundtable: Episode 58 Posted on November 1, 2023 (December 1, 2023) by Jasmin Garcia in Podcast: The COO Roundtable
  • Coldstream Ranks in PSBJ’s Fastest-Growing Private Companies Posted on October 30, 2023 (November 20, 2023) by Jasmin Garcia in Awards & Recognition
  • A Reversal of Fortune? Posted on October 20, 2023 by Jasmin Garcia in Market Commentary
  • Caution: Under and Uninsured Motorist Ahead! Posted on October 18, 2023 by Jasmin Garcia in Insurance&Wealth Strategy
  • Beware of IRMAA: How to Avoid Medicare Premium Surcharges Posted on October 11, 2023 (November 21, 2023) by Jasmin Garcia in Insurance&Wealth Strategy
  • The COO Roundtable: Episode 57 Posted on October 4, 2023 (October 3, 2023) by Jasmin Garcia in Podcast: The COO Roundtable
  • Coldstream Merges with Seidman Capital Group and Hersman Serles Almond Posted on October 2, 2023 (October 2, 2023) by Jasmin Garcia in Coldstream Happenings
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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.