Category: Wealth Strategy

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 [...]

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 [...]

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. [...]

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 [...]

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 [...]