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Tag: healthcare

healthcare advocacy

July 17, 2026

A New Kind of Healthcare Advocate: Why Some Families Choose Private Health Management

What’s in this article: Navigating a complex healthcare system About Private Health Management (PHM) How PHM can make a difference Concierge medicine and healthcare advocate: what’s the difference? When can PHM help? Open enrollment for Coldstream clients and webinar information   One of the most common concerns I hear from clients isn’t actually about investing, [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

September 9, 2025

Ask the Expert Videocast: Willamette Valley Benefits

In Coldstream’s inaugural Ask the Expert videocast episode, Wealth Manager Glen Goland, JD, CFP®, invites guest Elma Friend, President of Willamette Valley Benefits, to discuss Medicare. With over three decades of experience in healthcare and a focus on Medicare, Elma brings a wealth of expertise around Medicare trends and issues. Willamette Valley Benefits specializes in [...]

Contributions from: Glen Goland, CFP®, JD

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