Insights
Category: Women and Wealth

March 13, 2026
Navigating Divorce – A Women & Wealth Podcast
Navigating divorce, while challenging, can open the door to a more aligned lifestyle, opportunities for unexpected growth, and newfound freedoms for all parties. But that doesn’t make it easy, particularly when you are in the middle of something that can be a giant disruption to your life and family. Coldstream Wealth Managers Larissa Vidal and [...]


Contributions from: Larissa Vidal, CFP®, Meredith Stewart, CFP®, CDFA®, APMA®

March 1, 2026
Celebrating Women Wealth Managers
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: they live longer lifespans but often [...]

February 11, 2026
Invest in Women – Leadership and the Future of AI in the Workforce: Are You Ready? Event Recap
“Artificial intelligence creates space for what I enjoy doing; it releases time. AI isn’t going to take jobs away—it’s going to change the nature of the job.” Rani Borkar, President of Azure Hardware and Infrastructure at Microsoft and a pioneering leader in the tech industry, shared her thoughts on personal development, leadership, and artificial intelligence [...]



Contributions from: Heather Kessler, CFP®, Reegan Rae, CPWA®, Jillian Perkins

November 7, 2025
Invest in Women – Impact by Design: Women Shaping the Future of Giving
Something powerful is happening in women’s philanthropy, a new paradigm in giving defined by collaboration, compassion, and purpose. That spirit filled the room at Coldstream’s latest Invest in Women event, “Impact by Design: Women Shaping the Future of Giving.” Hosted in Portland, the gathering brought together women who are transforming the way generosity is expressed [...]



Contributions from: Kim Rosenberg, CFP®, Katie Quick, CFP®, Katelyn Spangler, CFP®

August 25, 2025
Financial Empowerment for Women
Finding one’s inner self-advocate is a journey for many women. Whether you are confident in speaking up for yourself in any situation or struggle to overcome a native timidity, we are all somewhere along the path of becoming our own heroes. Discovering the strength to promote your own best interest is something that will benefit [...]

June 24, 2025
Invest in Women: Well-Being at Any Age
We are grateful and honored to have cultivated such a remarkable community of women who attend Coldstream’s Invest in Women events. We hope everyone came away from our most recent event, Healthy Aging, as inspired and informed as we did. The discussion centered on what for many may be sensitive and intimate issues, and it [...]



Contributions from: Anne Marie Stonich, CFP®, CPA, Becky Wilcox, CFA®, MBA, FRM®, Vonie Bright, CFP®

March 12, 2025
Checklist for Women Considering Divorce
No one sets out in life hoping for divorce. As we grow, relationships change, and sometimes divorce can be a path toward a life that better fits your needs. It’s a big decision, and you don’t have to make it alone. As a single mom who divorced thirteen years ago, my life has changed for [...]


Contributions from: Larissa Vidal, CFP®, Katie Quick, CFP®

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

February 6, 2025
Invest in Women: A Night of Inspiration, Connection, and Impact
As we reflect on another remarkable Invest in Women event, I am reminded of the power of shared experiences, meaningful conversations, and the strength of a supportive community. Coldstream’s commitment to fostering these connections was on full display as we gathered for an evening filled with inspiration, learning, and collaboration. The energy in the room [...]

Contributions from: Anne Marie Stonich, CFP®, CPA
Loading...