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About: jasmingarcia

Posts by jasmingarcia:

  • The COO Roundtable: Episode 53 Posted on June 20, 2023 (July 19, 2023) by Jasmin Garcia in Podcast: The COO Roundtable
  • Empowering Your Special Needs Child Toward Independence Posted on June 13, 2023 by Jasmin Garcia in Family Needs&Wealth Strategy
  • Weighing the Pros and Cons of Rolling Over Your 401k to an IRA Posted on May 23, 2023 by Jasmin Garcia in Retirement&Tax Planning&Wealth Strategy
  • Thin Ice – Regional Banks in Commercial Real Estate Posted on May 16, 2023 (May 16, 2023) by Jasmin Garcia in Market Commentary
  • What I Learned From My Mom About Money Posted on May 11, 2023 (June 18, 2025) by Jasmin Garcia in Wealth Strategy&Women and Wealth
  • The COO Roundtable: Episode 52 Posted on May 9, 2023 (May 24, 2023) by Jasmin Garcia in Podcast: The COO Roundtable
  • Coldstream’s New Chief Operating Officer Posted on May 1, 2023 (May 1, 2023) by Jasmin Garcia in Coldstream Happenings
  • First Quarter Market Commentary Posted on April 24, 2023 (April 24, 2023) by Jasmin Garcia in Market Commentary
  • Clean Up Beneficiary Designations to Avoid These Common Mistakes Posted on April 24, 2023 by Jasmin Garcia in 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.