Tag: covid-19

October 20, 2020

There’s a lot Going On… Thoughts on Philanthropy in the Time of COVID-19

October 20, 2020 I know I’m one of the lucky ones.  Coldstream has weathered the COVID-19 storm well.  Others have not been as fortunate.  With furloughs, layoffs, and all the other challenges we are facing in 2020, people are hurting.  And so are charitable organizations whose mission it is to help.  Giving back now is [...]

Vonie Bright
Contributions from: Vonie Bright, CFP®

July 21, 2020

Taking the Leap – Buying a Second Home

July 14, 2020 Buying a second home. It has always been an aspirational goal for our family, and with the shelter in place ordinance, the idea of having a safe getaway where we could unwind and get away from my dining-room-turned-office became the motivating factor of finding that second home now. [...]

Rachel McCracken
Contributions from: Rachel McCracken, CFA®, MBA

June 3, 2020

How to Die Well; A Wealth Manager’s Perspective

June 3, 2020 A little over a year ago, I lost both a brother and a very close friend to cancer within two days of one another. While devastating, I was honored to be able to spend time with them prior to their passing, listening to their personal feelings and concerns about their cancer, their [...]

Joe Cervantes
Contributions from: Joe Cervantes, CFP®, CLU®, AEP®

May 27, 2020

Estate Planning in the Time of Great Uncertainty

May 27, 2020 I have been in Wealth Management for more than 30 years, and, in my opinion, there has never been a greater urgency for estate planning than what we are seeing at this moment in history.  The current health crisis, compounded with working from home and spending more time around loved ones, compels [...]

Joe Cervantes
Contributions from: Joe Cervantes, CFP®, CLU®, AEP®

April 3, 2020

COVID-19 Monitoring Resources

April 03, 2020 As we continue to track the COVID-19 situation and assess its impact on financial markets, we wanted to share some of the resources we’re monitoring on a daily basis.  Useful data is scattered across the internet, so we look at a variety of sources to get a fuller picture of how various [...]

Darren Ritchie
Contributions from: Darren Ritchie, CFA®, CAIA®

February 25, 2020

The Coronavirus and Markets

February 25, 2020 In the last several days, fears about the Coronavirus spreading have resulted in a “risk off” environment in financial markets: equity markets globally have lost value and US Treasury prices have risen. As of the time of this letter, on February 25th, the S&P 500 is down 7.2% from its peak, the [...]

Contributions from: Howard Coleman, JD