Coldstream Wealth Management

10/15/2026

Coldstream is excited to share its MarketCast for the fourth quarter of 2026! In this short video, we discuss the events of the last quarter, providing commentary and analysis of the market and economy.

🎥Hear our Investment Strategy Group's insights and outlook:

Coldstream is excited to share its MarketCast for the fourth quarter of 2026. This short video presentation offers commentary and analysis of the market and ...

10/14/2026

Matt Sonnen is joined by Claire O'Keefe for Ep 91 of . They discuss practical advice on building real culture at scale, keeping entrepreneurial advisors aligned, and creating a consistent client experience as your RIA grows.

🎙️Listen to the full interview here: https://www.coldstream.com/insights/the-coo-roundtable-episode-91/

10/13/2026

Our latest market commentary from our Chief Investment Officer, Bryan Shipley, is out now! 📊

📘Learn about the biggest factors that affected markets in the last quarter of 2026 here:

Coldstream market commentary with highlights from the third quarter of 2026, analysis of the current market, and what to expect going forward.

10/12/2026

Medicare decisions can feel overwhelming, but the right resources can make the process easier.🩺

Our latest article highlights where to turn for help—from official Medicare resources and free SHIP counseling to insurance brokers—and why it’s important to consider total costs, provider access, and future healthcare needs.

📘Read the full article for practical guidance on navigating your Medicare options:

Your enrollment decisions affect your Medicare services for the rest of the year; here's how to find resources to help ensure you are making the best decisions.

10/09/2026

On October 11, we recognize International Day of the Girl, a day dedicated to empowering girls and advancing their rights and opportunities.🪜

At Coldstream, our Women & Wealth Committee believes empowerment starts early. Giving girls access to education, resources, and opportunities helps them build the confidence and skills to shape their futures as entrepreneurs, investors, leaders, mothers, and mentors.

To celebrate, we asked Coldstream team members to share nonprofit organizations they’re passionate about that are working to empower girls and women around the world. We’re proud to spotlight their meaningful work and hope this collection inspires you to learn more and get involved.

Here’s to a future where every girl has the opportunity to dream big and make her mark 💜

📘

For the United Nations International Day of the Girl on Oct. 11, we celebrate and elevate a few nonprofits that deliver meaningful support for girls and women.

10/05/2026

Welcome to the team, Bettina Chung!

As a Staff Accountant, Bettina supports the finance team across a range of accounting functions, including accounts payable, reconciliations, and financial reporting processes.

We're happy to have you, Bettina!

09/30/2026

Congratulations to Ryan Kingma on earning his Financial Paraplanner Qualified Professional™, FPQP® designation!

Earning the FPQP® designation requires completing 144 hours of coursework, studying, and a final exam - resulting in gaining a strong foundation for financial planning.

We can't thank you enough for being an essential member of our Coldstream team!

09/24/2026

We’re proud to support Oregon Adaptive Sports as a Resilience Sponsor for the 2026 First Chair Gala on October 8. 🎿

Oregon Adaptive Sports empowers people with disabilities to experience the freedom, confidence, and community that come through adaptive outdoor recreation. We’re honored to support their mission and the athletes, families, volunteers, and community members who make it possible.

We look forward to celebrating this incredible organization and its impact at the First Chair Gala this October.

09/23/2026

Congratulations to Ian Lung on earning his Financial Paraplanner Qualified Professional™, FPQP® designation!

Earning the FPQP® designation requires completing 144 hours of coursework, studying, and a final exam - resulting in gaining a strong foundation for financial planning.

We can't thank you enough for being an essential member of our Coldstream team!

09/21/2026

🎙️ What does wealth mean across generations?

In our latest Ask the Expert podcast episode, we take a more personal look at wealth, family, and the lessons that get passed down from one generation to the next.

Our Chief Client Experience Officer, Anne Marie Stonich, is joined by her dad and daughter for a candid conversation about three generations of wealth—including different perspectives on money, financial values, and what it means to build a lasting legacy.

It’s a conversation about more than finances. It’s about the experiences, values, and conversations that shape how families think about wealth for generations to come.

🎧 Listen to 3 Generations of Wealth here:

In this podcast, we get a rare glimpse into the financial lives of three different generations from the same family, spanning 21 years old to age 90.