Watch Coldstream’s MarketCast for Fourth Quarter 2025

Coldstream is excited to share its MarketCast for the fourth quarter of 2025, where we discuss the events of the third quarter of 2025 and look ahead to 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, Chief Client Experience Officer Anne Marie Stonich, CFP^®, CPA; and Chief Investment Officer Bryan Shipley, CFA^®, CAIA^®, share insights and analytics on the market landscape and our Investment Strategy Group’s future outlook.

Recorded on 10/7/2025. Information is current as of 9/30/2025, 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S. The CFA Institute owns the certification marks CFA^® and Chartered Financial Analyst^®. The CAIA^® is the property of the Chartered Alternative Investment Analyst Association.