Category: Wealth Strategy

April 7, 2021

5 Easy Ways to Declutter Your Financial Life

April 7, 2021 Decluttering. Thanks to Marie Kondo, meditation gurus and an amazing amount of time at home, we have all had opportunities to declutter our closets, our monkey minds and our “working-from-home” space (formerly known as the dining room).  But what does it mean to declutter your financial life? What ever happened to ”set [...]

Contributions from: Elaina Shemeta, CFP®

February 3, 2021

How To Avoid a 10B5-1 Meltdown

February 3, 2021 Well, if you don’t know what a 10b5-1 plan is yet, you may aspire to be in a place to need one. For some, they are a necessary evil. For others, they are downright mystifying.  But let’s take a look at their origin story, and try to unpack what they are, why [...]

Hilary Clark
Contributions from: Hilary M. Clark

October 20, 2020

There’s a lot Going On… Thoughts on Philanthropy in the Time of COVID-19

October 20, 2020 I know I’m one of the lucky ones.  Coldstream has weathered the COVID-19 storm well.  Others have not been as fortunate.  With furloughs, layoffs, and all the other challenges we are facing in 2020, people are hurting.  And so are charitable organizations whose mission it is to help.  Giving back now is [...]

Vonie Bright
Contributions from: Vonie Bright, CFP®

September 29, 2020

Evaluating/Negotiating a Job Offer

September 29, 2020 COVID-19 and the economic downturn have many out of work and looking for new positions.  A job search can be competitive and confusing, especially if you haven’t looked for a job in a while.  Companies in sectors that have been weathering the current economic storm well are still hiring, although the interview [...]

Vince Lee
Contributions from: Vince Lee, CFP®, CPA

July 21, 2020

Taking the Leap – Buying a Second Home

July 14, 2020 Buying a second home. It has always been an aspirational goal for our family, and with the shelter in place ordinance, the idea of having a safe getaway where we could unwind and get away from my dining-room-turned-office became the motivating factor of finding that second home now. [...]

Rachel McCracken
Contributions from: Rachel McCracken, CFA®, MBA

June 3, 2020

How to Die Well; A Wealth Manager’s Perspective

June 3, 2020 A little over a year ago, I lost both a brother and a very close friend to cancer within two days of one another. While devastating, I was honored to be able to spend time with them prior to their passing, listening to their personal feelings and concerns about their cancer, their [...]

Joe Cervantes
Contributions from: Joe Cervantes, CFP®, CLU®, AEP®

May 27, 2020

Estate Planning in the Time of Great Uncertainty

May 27, 2020 I have been in Wealth Management for more than 30 years, and, in my opinion, there has never been a greater urgency for estate planning than what we are seeing at this moment in history.  The current health crisis, compounded with working from home and spending more time around loved ones, compels [...]

Joe Cervantes
Contributions from: Joe Cervantes, CFP®, CLU®, AEP®