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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 (July 18, 2025) 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

  • 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.