
Insights
February 21, 2013
Coldstream Special Event – Jason Trennert, Strategas Partners Presentation
In Coldstream Happenings, Market Commentary
Strategas Investment Strategy Outlook – Equities & The T.I.N.A. Factor January 2013
Coldstream had the honor of hosting Strategas Research Partners on January 23rd at Overlake GCC. Strategas’ Chief Strategist and a regular on CNBC, Jason Trennert shared his major investment themes for 2013 in a post-election environment with “fiscal cliff” uncertainty.
Insights Tags
Related Articles

July 18, 2025
Caring for Our Community: The Erik Hansen Scout Park Project
Nestled along the mouth of the Kenai River, the Erik Hansen Scout Park had fallen into disrepair. The park was much beloved by Kenai locals, but received less and less use the more disheveled it became. In June 2025, a team from Coldstream—led by Jim Moore and made up of Roger Reynolds, David Powers, Dina Liening, Pierson Zahn, [...]


Contributions from: James L. Moore, AAMS®, CMFC®, Ethan Luxton, FPQP™

July 16, 2025
Coldstream Enhances Leadership Structure
SEATTLE, July 16, 2025 — We are excited to announce that we have enhanced our leadership team structure to improve processes and refine roles and responsibilities, as we successfully reached our three-year growth goals well ahead of schedule. As a rapidly scaling financial services firm, we have shifted our structure to address unique opportunities of [...]

July 11, 2025
The Return of Diversification
Quarter Highlights Stabilizing Global Growth Amid Evolving Trade Dynamics Despite recent macroeconomic, policy, and geopolitical challenges, global economic resilience is strengthening. Investor attention is shifting from U.S.-centric growth to a more diversified global perspective. U.S. Tariff Policy Presents Ongoing Growth and Inflation Risks While recession fears have eased, lingering tariff threats and policy uncertainty may [...]

Contributions from: Bryan P. Shipley, CFA®, CAIA®