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About: jillian

Posts by jillian:

  • Caring for Our Community: The Erik Hansen Scout Park Project Posted on July 18, 2025 (July 8, 2025) by jillian in Coldstream Happenings
  • Empowered Together: Navigating Disability with Confidence and Compassion Posted on July 14, 2025 (July 9, 2025) by jillian in Disability Advisory Services&Estate Planning&Family Needs&Financial Planning
  • The Return of Diversification Posted on July 11, 2025 (July 11, 2025) by jillian in Investments&Market Commentary
  • Watch Coldstream’s MarketCast for Third Quarter 2025 Posted on July 10, 2025 (July 9, 2025) by jillian in Investments&Market Commentary
  • The “One Big Beautiful Bill”: Key Tax Provisions Posted on July 9, 2025 (July 9, 2025) by jillian in Financial Planning&Tax Planning
  • The Professional Trustee: A Key to Secure and Sound Estate Management Posted on July 7, 2025 (June 27, 2025) by jillian in Estate Planning&Financial Planning
  • Managing Increased Uncertainty in the Middle East Posted on June 24, 2025 by jillian in Market Commentary
  • Invest in Women: Well-Being at Any Age Posted on June 24, 2025 (June 24, 2025) by jillian in Women and Wealth
  • Incorporating a “Die with Zero” Philosophy into Your Long-Term Financial Plan Posted on June 20, 2025 (June 13, 2025) by jillian in Estate Planning&Financial 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.