Expanding the Accredited Investors Pool

In Market Commentary

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.

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March 5, 2025

Navigating Uncertain Times

As we navigate the opening months of 2025, the Trump Administration’s policy agenda is once again making headlines, with a focus on deregulation, immigration, government reform, and most notably through the recent introduction of tariffs on imports from key trading partners such as Canada, Mexico, and China. These shifts are understandably stirring some uncertainty, as [...]

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

January 22, 2025

Shifting Tides

Stocks wrapped up 2024 on a high note, with a robust fourth quarter marked by the broader market reaching record highs. Contributing factors included strong economic growth, expanding corporate earnings, and a Federal Reserve decision to reduce interest rates. Also, investor enthusiasm remained fueled by the ongoing momentum in the artificial intelligence sector. November’s U.S. [...]

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

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Watch Coldstream’s MarketCast for First Quarter 2025

Coldstream is excited to share its MarketCast for the first quarter of 2025, where we’ll wrap up 2024 and look ahead at the coming year. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. In this MarketCast, Bryan Shipley, CFA®, CAIA®, [...]

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

February 24, 2020