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^®, discusses taking on the role of Coldstream’s Chief Investment Officer and shares the team’s insights and analytics on the market landscape and their future outlook.

Recorded on 1/9/2025. Information is current as of 12/31/2024, drawn from third-party sources believed to be reliable but not guaranteed as to accuracy, timeliness or completeness. None of the information provided constitutes an opinion or a recommendation or a solicitation of an offer to buy or sell any particular security. Coldstream analyses are not intended to provide, and should not be construed to constitute, complete accounting, insurance, investment, legal, or tax advice. The investment strategies and securities shown may not be suitable to you. Past performance is no guarantee of future returns. May not be reproduced, republished, or distributed without prior written consent. Questions and comments may be directed to your advisor.

*All of Coldstream’s staff shall attain the required licenses and designations necessary for his/her position. The CFA Institute owns the certification marks CFA® and Chartered Financial Analyst®. The CAIA® is the property of the Chartered Alternative Investment Analyst Association.