
Insights
Category: Investments

July 11, 2025
The Return of Diversification
Quarter Highlights Stabilizing Global Growth Amid Evolving Trade Dynamics Despite recent macroeconomic, policy, and geopolitical challenges, global economic resilience is strengthening. Investor attention is shifting from U.S.-centric growth to a more diversified global perspective. U.S. Tariff Policy Presents Ongoing Growth and Inflation Risks While recession fears have eased, lingering tariff threats and policy uncertainty may [...]

Contributions from: Bryan P. Shipley, CFA®, CAIA®

July 10, 2025
Watch Coldstream’s MarketCast for Third Quarter 2025
Coldstream is excited to share its MarketCast for the third quarter of 2025, where we discuss the events of the second quarter of 2025. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. In this MarketCast, Chief Investment Officer Bryan Shipley, [...]

Contributions from: Bryan P. Shipley, CFA®, CAIA®

May 12, 2025
Why people make irrational financial decisions
Money is personal. How much we earn, what we have, and how we spend is often and easily tied into reflections of ourselves and, often in our culture, our identities. When it comes to something so intimate, we may know what decision logically would make the most sense, what action in concept we should be [...]


Contributions from: Jay Winston, CFP®, CAP®, Jillian Perkins

April 14, 2025
Watch Coldstream’s MarketCast for Second Quarter 2025
Coldstream is excited to share its MarketCast for the second quarter of 2025, where we discuss the events of the first quarter of 2025. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. A quick note: this MarketCast was recorded based [...]



Contributions from: Bryan P. Shipley, CFA®, CAIA®, Arthur Coyne, CFA®, Darin Sevier, CRPC®

April 4, 2025
Navigating Trump’s Tariff Bombshell: Trade War or Negotiating Tactic
The market volatility that we’ve seen recently as a result of the Trump administration’s tariff announcement is naturally generating anxiety among investors. Although we all understand the risks of investing, it can take investors by surprise when market shocks occur. But as both investment professionals and students of markets and economies, we are well prepared [...]

Contributions from: Bryan P. Shipley, CFA®, CAIA®

March 21, 2025
Why Your Risk Tolerance Score Doesn’t Tell the Whole Story
Often, one of the first things an investor will do when meeting with an advisor is to take a risk tolerance assessment or questionnaire. You’ll fill out a few questions about your attitudes toward risk and your comfort with volatility, and you’ll receive a “risk tolerance score,” intended to indicate how much risk—or equity exposure—you [...]


Contributions from: Anne Marie Stonich, CFP®, CPA, Heather Hamamoto, CFP®, CDFA®

March 18, 2025
How Should Your Allocation Change with Age?
When it comes to investing, one of the most common questions we hear is: “Should I change my investment mix as I get older?” A recent article by Nick Maggiulli from “Of Dollars and Data” explored this topic, and we wanted to share our perspective, building on some of his insights while highlighting how we [...]


Contributions from: Anne Marie Stonich, CFP®, CPA, Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC

March 6, 2025
What Men and Women Can Teach Each Other About Investing
Investing is both an art and a science, shaped by our life experiences, personalities, and preferences. But did you know that research reveals some notable trends in how men and women approach investing differently? Understanding these differences can help all investors, regardless of gender, strike a more effective balance in their financial strategies. Key Gender [...]


Contributions from: Anne Marie Stonich, CFP®, CPA, Rachel McCracken, CFA®, MBA

March 5, 2025
Navigating Uncertain Times
As we navigate the opening months of 2025, the Trump Administration’s policy agenda is once again making headlines, with a focus on deregulation, immigration, government reform, and most notably through the recent introduction of tariffs on imports from key trading partners such as Canada, Mexico, and China. These shifts are understandably stirring some uncertainty, as [...]

Contributions from: Bryan P. Shipley, CFA®, CAIA®
Loading...