Coldstream Special Event – Jason Trennert, Strategas Partners Presentation

SEATTLE, Nov. 14, 2024 — We are excited to announce the appointment of Rush Benton, CFA®, to our board of directors. Benton, CEO of investment banking firm Gorman Jones and former Head of Wealth Management M&A at investment advisory firm CAPTRUST  brings strategic counsel, decades of industry experience and singular growth expertise to Coldstream. Benton launched [...]

Navigating today’s financial landscape involves understanding a range of influences, from election cycles and policy shifts to market sentiment and economic fundamentals. Recent events―including the 2024 election and Federal Reserve interest rate decisions―have highlighted some of the dynamics that shape market behavior and underscored the importance of maintaining a disciplined, long-term perspective in investing. At [...]

Coldstream’s Q4 2024 Quarterly Investment Strategy Group Webinar is available for viewing. In this webinar, Chief Investment Officer and General Counsel Howard Coleman, JD, leads a discussion about current economic indicators, factors influencing the market landscape, and our outlook for the coming months. He’s joined by Senior Portfolio Manager Bryan Shipley, CFA®, CAIA®; Senior Portfolio [...]