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About: jillian

Posts by jillian:

  • Artificial Intelligence: Boom or Bubble? Posted on January 29, 2026 (January 27, 2026) by jillian in Investments&Market Commentary
  • Helping Your Child Complete Their First Tax Return Posted on January 27, 2026 (January 23, 2026) by jillian in Family Needs&Tax Planning
  • Filing for Medicare: What to Consider When Claiming Benefits Posted on January 23, 2026 (January 27, 2026) by jillian in Insurance&Retirement
  • 5 Questions to Ask When Selecting an Advisor Posted on January 22, 2026 by jillian in Financial Planning&Wealth Strategy
  • The COO Roundtable: Episode 82 Posted on January 13, 2026 (January 13, 2026) by jillian in Podcast: The COO Roundtable
  • Perspective After a Volatile Year: What 2025 Reinforced About Diversification and Discipline Posted on January 13, 2026 by jillian in Market Commentary
  • Watch Coldstream’s MarketCast for First Quarter 2026 Posted on January 12, 2026 by jillian in Market Commentary
  • Getting Your Digital Health in Order for the New Year Posted on December 22, 2025 (December 15, 2025) by jillian in Cybersecurity
  • Volatility: The Price of Admission to Long-Term Returns Posted on December 15, 2025 by jillian in Investments&Wealth Strategy
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Recent Posts

  • 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!
  • Turbulence: Navigating a Complex First Quarter

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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.