Coldstream Wealth Management

05/28/2026

Environmental, Social, and Governance (ESG) investing has evolved significantly over the past two decades; from a niche concept to a more mature framework for evaluating long-term opportunities and risks.

Our latest article explores:
🔹 The history and evolution of ESG investing
🔹 How shifting political and public perspectives have shaped the conversation
🔹 Where ESG stands today and what may lie ahead for investors

For many investors, ESG principles can serve as both a reflection of personal values and a tool for deeper investment analysis.

Read more about how ESG continues to evolve and what it could mean for long-term portfolio construction:
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What's in this article: A Historical Look Back at ESG A Shift in Political Landscape Where ESG Stands Today and Into Tomorrow Conclusion   Over th ...

05/26/2026

Choosing a financial advisor is one of the most important long-term decisions you’ll make. The challenge? Knowing how to find the right one.

We’ve outlined five essential questions to ask when evaluating an advisor, so you can feel confident in who you trust with your future. Read more here from the Portland Business Journal:

Here are five questions to ask prospective advisors to help you find the best match that will support your financial goals in the present and the future.

05/25/2026

Our offices are closed today in honor of Memorial Day.
We will resume regular business hours on Tuesday, May 26th. Enjoy your holiday weekend!

05/22/2026

Coldstream is an employee-owned RIA and now has 172 shareholders!

We believe that by having broad employee ownership, we can motivate, attract, and retain the industry's best talent - in turn furthering our mission of enhancing people's lives.

Welcome to our newest shareholders Dominic Hori, Manny Batalla, Henry LeMaster, Lilia Haberman, Wayne Liu!

05/21/2026

Even the most thoughtful investors aren’t immune to emotional decision-making💭

The truth is, money decisions aren’t always rational. Emotions, biases, and habits often play a bigger role than we think. Understanding these tendencies is the first step toward making more disciplined, intentional financial decisions.

Here are some common ways people make irrational financial decisions and what to watch for:

When I was young in the business, one of my favorite clients was a retired salesman named Arthur. Together, we built a long-term financial plan to determine ...

05/20/2026

Celebrating 30 years of Coldstream 🎉30 years of hard work and plenty of fun along the way!

From team celebrations to everyday moments, our culture has always been rooted in connection, collaboration, and enjoying the journey together. Because when people genuinely enjoy working together, great things happen.

Here’s to the memories we’ve made and many more ahead🥂
Read more: https://ow.ly/2IZY50YSY7J

05/19/2026

Happy 5-year work anniversary to Gunnar Ildhuso!

As a Wealth Manager, Gunnar focuses on fostering relationships with clients to ensure their needs are met as their financial situations change over time.

We thank Gunnar for his contributions to Coldstream and his dedication to enhancing people's lives!

05/18/2026

Happy 10-year work anniversary to Jeff Gates!

As a Wealth Manager with a decade of investment advisory experience, Jeff is devoted to helping families find fulfillment through financial peace of mind and values a collaborative approach, working with his Coldstream teammates to guide clients toward better financial decisions every day.

We thank Jeff for his contributions to Coldstream and his dedication to enhancing people's lives!

05/15/2026

Welcome to the team, Lindsay Hessel!

As a Senior Client Service Associate in our NE Portland, OR, office, Lindsay will work with busy individuals and families to provide worry-free solutions to some of their daily stressors.

05/13/2026

What are some helpful financial habits to adopt? Read some advice from Coldstream Wealth Managers📋

We asked our wealth managers what financial habits they think that everyone should cultivate. Here's what they said:
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Establishing a good habit is like running a program in the background; once it’s set, you can rely on it without having to think much about it. Consider tho ...

05/12/2026

Ready. Set. Go! 🚴‍♀️Last week kicked off Bike to Work Month, our fun team-wide challenge to get moving.

Stay tuned for snapshots of our team biking, walking, skating, or doing anything that keeps us active and connected!