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About: jillian

Posts by jillian:

  • The COO Roundtable: Episode 71 Posted on December 4, 2024 (November 27, 2024) by jillian in Podcast: The COO Roundtable
  • Bitcoin’s Run-up: Opportunity or Risk? A Cybersecurity Perspective Posted on November 22, 2024 (November 22, 2024) by jillian in Cybersecurity
  • The Post-Election Market Landscape Posted on November 12, 2024 by jillian in Market Commentary
  • The COO Roundtable: Episode 70 Posted on November 5, 2024 (November 14, 2024) by jillian in Podcast: The COO Roundtable
  • Coldstream Q4 2024 ISG Webinar Posted on October 31, 2024 by jillian in Market Commentary
  • Creating a Family Wealth Charter: Your Roadmap to Lasting Family Prosperity Posted on October 29, 2024 (November 27, 2024) by jillian in Estate Planning&Family Needs&Financial Planning&Philanthropy&Wealth Strategy
  • Long Term Care Planning Posted on October 29, 2024 by jillian in Estate Planning&Family Needs&Financial Planning&Insurance&Retirement&Wealth Strategy
  • A Change in Sentiment Posted on October 23, 2024 (November 13, 2024) by jillian in Investments&Market Commentary
  • Getting the Most from Your Microsoft Benefits Posted on October 11, 2024 by jillian in Company Benefits&Financial Planning&Retirement&Tax Planning&Wealth Strategy
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Recent Posts

  • Building a Financial Foundation: Books for Young Adults
  • Irrational Decisions in Investing
  • What Does ESG Investing Look Like Today?
  • The COO Roundtable: Episode 86
  • Financial Habits Everyone Should Cultivate

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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.