Members of our Investment Strategy Group put together a comprehensive webinar about corporate profitability, market dynamics, and a Covid-19 update. If you’d like to hear what Howard Coleman, Darren Ritchie, and Blake Emery have to say about the current market conditions and what we can expect in the months to come, check out our latest webinar: https://vimeo.com/461618736
VIMEO.COM
2020 Q3 ISG Webinar - Corporate Profitability, Market Dynamics, and Covid-19 Update
In the latest episode of Coldstream Conversations, Kurt Biederman speaks with Chris Blakeslee of Ascent Capital to discuss how the real estate and construction lending market is impacted by the disruptions during COVID-19.
https://vimeo.com/459006441
VIMEO.COM
Conversations with Kurt: Real Estate and Construction Lending during COVID-19
Coldstream Wealth Management is honored to rank #77 on Barron's 2020 Top 100 Independent Advisors in the country. This annual survey recognizes the top RIA firms across the U.S. and includes firm metrics on technology, diversity and succession planning.
https://www.barrons.com/report/top-financial-advisors/ria/2020
BARRONS.COM
Barron's Top Financial Advisor Rankings
Remembering 9/11, one of the most somber days in American history. To those who lost their lives and loved ones and to the men and women who helped amidst the chaos, we will never forget.
Labor Day is a time to recognize the hard work of our American workforce. This year we owe a special thanks to all the essential workers. You’ve more than earned a day to relax and reflect on a job well done. #laborday
Coldstream Holdings, Inc is honored to be named No. 20 on Puget Sound Business Journal's list of Best Midsize Workplaces in WA, thanks to our collaborative and talented team of professionals! This is our second year in a row to achieve this recognition.
During these times charitable giving is more important than ever. Coldstream Relationship Manager, Vonie Bright shares her perspective on how your philanthropy can make a big impact in our communities.
http://ow.ly/R7Ox50BXzTR
This year has proven to be volatile and unprecedented times. Howard Coleman, Coldstream’s Chief Investment Officer and General Counsel, shares his insights on the impact of COVID-19 on investment markets and the U.S. economy. Read his latest third quarter market commentary.
http://ow.ly/He4m50BWKmo
COLDSTREAM.COM
3Q 2020 Market Commentary | Coldstream Wealth Management
Congratulations to Coldstream Board Members Healther Redman and Michael Butler for being named to the PSBJ Power 100 list of the most powerful, influential business people in Washington for 2020. https://www.bizjournals.com/seattle/news/2020/10/26/psbj-unveils-the-power-100-list-for-2020.html
In the latest episode of Coldstream Conversations, Kurt Biederman speaks with Heather Redman, Coldstream Board Member and Co-founder of venture capital firm Flying Fish Partners, on the growth of Artificial Intelligence in the technology market and investment environment. https://vimeo.com/473504861
VIMEO.COM
Conversations with Kurt: Growth of Artificial Intelligence in the Technology Market and Investment Environment
Coldstream is proud to be a sponsor for Mary’s Place No Child Sleeps Outside Rapid Response Fund, providing safe housing for families experiencing homelessness during this pandemic. #giving
https://secure.e2rm.com/p2p/event/345923/en-CA
SECURE.E2RM.COM
No Child Sleeps Outside
On November 19, 2020 members of our Investment Strategy Group hosted a comprehensive webinar titled “After the Election, Where Do We Go From Here”. Our panelists Howard Coleman, Darren Ritchie, Nina Rose, and Dave Powers discussed their thoughts on current market dynamics, election impacts, and COVID updates
https://vimeo.com/481435282
VIMEO.COM
2020 Q4 ISG Panel - After The Election
So many things have changed this year but one thing hasn’t: we are grateful for all of you. Happy Thanksgiving! May this holiday season bring you hope, health, and joy.
#thanksgiving #thankful
On Dec. 17th 2020, members of our Investment Strategy Group hosted "A Year in Review" a webinar wrapping up this year's investment climate and looking ahead to 2021. Our panelists included Howard Coleman, James Walsh, Kristi Guay, and Brander Richmond.
https://vimeo.com/492242479
VIMEO.COM
2020 Q4 ISG Panel - A Year In Review And Looking Forward
Collectively we can make a difference. With so many community organizations in need, Coldstream created Bridging 2020 to a Better Future to support causes important to us; we're matching employee donations through 2020. Join us at https://cauze.app.link/V5COlTWtb7
#givingback
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Join Coldstream Cares at Cauze
Warmest Wishes from Coldstream Wealth Management. May the holidays bring hope, health, and joy. This year we are especially thankful for all of you!
With 2021 right around the corner, we wanted to say thank you and wish you the very best. Here’s to a happy and healthy New Year!
Today we honor the life and legacy of Dr. Martin Luther King Jr. His words have never been more timely: “Injustice anywhere is a threat to justice everywhere.”
#MLKDay
2020 has proven to be a year unlike any other. Howard Coleman, Coldstream’s Chief Investment Officer and General Counsel, shares his insights on the impact of COVID-19 on investment markets and the U.S. economy. Read his year-end market commentary.
https://www.coldstream.com/2021/01/19/market-commentary-a-year-like-no-other/
COLDSTREAM.COM
Market Commentary: A Year like No Other | Coldstream Wealth Management
In our latest article, Associate Relationship Manager Hilary Clark gives an overview of 10b5-1 plans and what executives need to consider before exercising these types of stock compensation plans.
https://www.coldstream.com/2021/02/03/how-to-avoid-a-10b5-1-meltdown/
COLDSTREAM.COM
How to Avoid a 10b5-1 Meltdown | Coldstream Wealth Management
Happy Presidents' Day! Today we celebrate our leaders who provided the foundation to make America the Land of the Free.
#presidentsday
On Feb. 25th, members of Coldstream’s Investment Strategy Group hosted a Q1 2021 Webinar providing a COVID-19 update, an overview of current market dynamics, and investing in non-US markets. Our panelists included Howard Coleman, Darren Ritchie, and Blake Emery.
https://vimeo.com/516497107
VIMEO.COM
2021 Q1 ISG Webinar - Market Update, Covid Update, and Why Invest Internationally
So many organizations are in need of help. Coldstream Cares supports our local organizations nominated by our employees. Our focus this quarter is on the following community organizations: Northwest Harvest, Washington Trails Association, Seattle Parks Foundation, FareStart and Seattle Rep. We're matching employee donations through 2021. You can help us make a difference by joining us at https://cauze.app.link/pZI2gTcBgdb?company_id=290
#givingback
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Join Coldstream Cares Food & Community Cauze on Cauze
In this episode of Coldstream Conversations, Kurt Biederman speaks with Jennifer Risher, author of “We Need to Talk: A Memoir About Wealth” where they discuss the hidden impact of wealth on identity, relationships, and sense of place in the world
https://vimeo.com/473084295/c062ab430b
VIMEO.COM
Conversations with Kurt: Jennifer Risher Author of "We Need to Talk: A Memoir About Wealth"
Coldstream is proud to be a sponsor for the Seattle Rep Revel + Raise virtual gala. Join in the fun on Sat. March 13th and show your support for our local arts.
https://www.seattlerep.org/
SEATTLEREP.ORG
Seattle Rep
Congratulations to Kevin Fitzwilson and Joe Cervantes, who have been recognized again this year as top advisors in Washington State in Barron’s 2021 Top 1200 Advisor Rankings. Thank you for your dedication and personal approach to serving our clients.
http://ow.ly/qVGG50E0bUL
#BarronsAdvisor
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Barron's Top Financial Advisor Rankings
