2025 Year Ahead: Certainties for an Uncertain World

Published on January 9, 2025

In our year ahead outlook, we unveil 5 key factors we believe offer rare certainty in these uncertain times. Discover how we’re navigating this landscape and positioning portfolios to seize opportunities and mitigate risks in the year ahead.

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Coldstream Merges with Accounting Firm and RIA in Its Backyard

January 9, 2025
The combination with Harrison Berkman Claypool & Guard and its RIA enhances Coldstream’s existing tax and consulting practice and brings its total AUA to $11.1 billion.

Bonds Are Boring… and That’s a Good thing!

January 9, 2025
Although underlying fundamentals and company financial statements can be difficult to analyze, the general public can easily discern price movements and understand the primary objective—buy low and sell high.