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About: jillian

Posts by jillian:

  • 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
  • 10 Trends to Watch For in 2026: Welcome to the Future Posted on December 5, 2025 by jillian in Investments&Market Commentary&Wealth Strategy
  • The COO Roundtable: Episode 81 Posted on December 3, 2025 (November 24, 2025) by jillian in Podcast: The COO Roundtable
  • Gifts to the Grandkids: Key Planning Considerations Posted on November 28, 2025 by jillian in Estate Planning&Family Needs&Financial Planning
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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.