Category: Women and Wealth

How often do we hear the women in our lives being referred to as “superhuman?” Women have long played the role of multitasking maestros – navigating the delicate balance between career aspirations and unnoticed work at home. A 2023 study by the Pew Research Center found almost half of women in heterosexual marriages earn as [...]

As we celebrate International Women’s Day, I find myself reflecting on the powerful moments shared at the recent Coldstream ‘Invest in Women’ event featuring Julie Larson-Green, Chief Technology Officer at Magic Leap. Surrounded by a diverse group of inspiring women, the energy in the room was palpable, fueled by the authenticity and wisdom imparted by [...]

With Mother’s Day around the corner, we surveyed a few members of the Coldstream team to see what impact their mom had on their understanding of money as they grew up. Some of these messages are technical, while others are a lesson in the emotional aspect of finances. Larissa Vidal – Wealth Manager  Larissa’s great [...]

Our Wealth Strategy Group recently held a Women and Wealth networking event at our Bellevue office location. We gathered together to share stories, further develop relationships within the firm, and foster a better understanding of the path women face in developing their professional careers. We invited Heather Redman as our featured guest and asked her to [...]

Women’s financial power is greater today than it has ever been. With more women in leadership positions and staying in the workforce longer, the amount of wealth women control will only continue to grow. Often, women’s financial management needs differ than those of men. Women have many unique challenges: living longer lifespan but often make [...]

Just as marriage can have a major impact on a person’s financial situation, so can a divorce. The end of a marital union typically brings lifestyle changes for each spouse. These adjustments require careful consideration and planning. Since the events of 2020, top matrimonial attorneys are seeing a 50% increase in potential client inquiries. If [...]

When we suffer a loss in our life, we experience stages of grief, such as shock, anger, and eventually acceptance. Becoming a widow is a deeply emotional and stressful time for a woman, no matter whether she had time to prepare for her spouse’s death or her spouse passed suddenly. In fact, women often experience [...]

We all want to feel secure in our future and confident that we are making the right financial decisions to help us achieve that security. Unfortunately, this isn’t the reality for some women. Research has shown that women typically are less confident than men when it comes to investing. Some women investors feel intimidated because [...]

CONFRONTING THE SINGLE PERSON PENALTY: Empower Your Finances with Strategic Planning The reality facing single people in the United States today is that it is more expensive to be single than married. For example, a single woman may end up paying hundreds of thousands of dollars more over her lifetime than her married counterpart when [...]