• 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:

  • SECURE 2.0 Act – Good or Bad? Posted on January 30, 2023 by Jasmin Garcia in Tax Planning&Wealth Strategy
  • Diversifying Concentrated Stock Positions: Creating a Roadmap Posted on January 26, 2023 (January 26, 2023) by Jasmin Garcia in Company Benefits&Wealth Strategy
  • The End of an Era Posted on January 20, 2023 (March 29, 2023) by Jasmin Garcia in Market Commentary
  • Diversifying Concentrated Stock Positions: Navigating the Path Less Traveled Posted on January 15, 2023 (January 26, 2023) by Jasmin Garcia in Company Benefits&Financial Planning&Wealth Strategy
  • The Latest on the Washington State Capital Gains Tax (Retroactive to 1/1/22) Posted on December 12, 2022 (December 13, 2022) by Jasmin Garcia in Tax Planning&Wealth Strategy
  • Do You Really Need To Retire? Posted on December 6, 2022 (December 5, 2022) by Jasmin Garcia in Retirement&Wealth Strategy
  • Charitable Gifting Options as We Close Out the Year Posted on October 25, 2022 (October 24, 2022) by Jasmin Garcia in Financial Planning&Philanthropy&Wealth Strategy
  • Understanding Your Benefits at Virginia Mason Posted on October 7, 2022 (May 8, 2025) by Jasmin Garcia in Company Benefits&Insurance&Wealth Strategy
  • Introduction to Medicare Posted on October 3, 2022 (October 3, 2022) by Jasmin Garcia in Insurance&Wealth Strategy
  • «
  • 1
  • …
  • 7
  • 8
  • 9
  • 10
  • 11
  • …
  • 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.