Insights

February 24, 2020

Expanding the Accredited Investors Pool

In Market Commentary

Kevis Fitzwilson
Contributions from: Kevin Fitzwilson

Will the definition of what it means to be an accredited investor change in the near future?   In December of 2019, the SEC voted to propose an amendment that would allow a greater number of individuals and institutions to qualify as accredited investors—increasing the eligible participation within private markets.   Financial Advisors IQ reached out to Managing Shareholder and Team Lead, Kevin Fitzwilson, to gauge his thoughts on the proposed change.   Read Kevin’s response in their article here.

Insights Tags

Related Articles

April 13, 2026

Watch Coldstream’s MarketCast for Second Quarter 2026

In Coldstream’s second quarter 2026 MarketCast, Chief Investment Officer Bryan Shipley, CFA®, CAIA®, discusses events of the first quarter, offering commentary and analysis on the market and economy. He examines the factors shaping the investment environment and shares the team’s outlook on the market landscape going forward. Recorded on 4/8/2026. Information is current as of [...]

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

April 9, 2026

Turbulence: Navigating a Complex First Quarter

There is something grounding about traveling internationally during a period of market stress—ironic, perhaps, given the language barriers, unfamiliar customs, and cities where the familiar rhythms of home feel far away. My family spent spring break traveling through Hong Kong, China, and Japan, and what stood out was not disruption but continuity. Full flights, trains [...]

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

January 29, 2026

Artificial Intelligence: Boom or Bubble?

What’s in this article: The current state of AI investment and integration: a productivity boom Is AI experiencing mania? AI bubble risks Coldstream’s AI outlook AI: boom or bubble?   Artificial intelligence (AI) dominates headlines these days, but how can investors distinguish a clear signal amid the noise? AI is already affecting the global economy, [...]

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