Things to consider
Clients come first is the core value that drives everything we do. We believe providing a combination of wealth management services and a broad range of investment strategies through one integrated firm provides the best overall solution for our clients. This is the Freestone approach.
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Insights
What Next?
The question on everyone's minds is what happens next?
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Financial Planning
Distributing Company Stock from a 401(k) & the Impact of Net Unrealized Appreciation
If your employer grants company stock in your 401(k), you may be subject to income tax on capital gains when it comes time to distribute that account.
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Freestone News
Introducing our 2020 Freestone Future Scholarship Winners
Our 2020 scholarship winners have demonstrated how their passions and duty to civic leadership, problem solving and creative thinking have led to...
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Financial Planning
Tips for Protecting Your Identity
Identity theft has become more prevalent in recent years and has seen even more of a surge with the COVID-19 pandemic.
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Freestone News
Future Leaders Scholarship's 2020 Recipients Announced
We are proud to announce the recipients of our 3rd annual Freestone Future Leaders scholarship!
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Insights
2020-Q2: Economic Outlook
OVERVIEW: At the beginning of the year, estimates from economists and investors called for continued economic growth despite an expansion 11 years...
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Financial Planning
Why Tax-Loss Harvest Your Portfolio?
The first quarter of 2020 offered a rare opportunity to discuss some planning techniques that occur when markets experience a severe pullback.
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Financial Planning
The CARES Act & Recent Tax Updates
The Federal government has recently extended tax filing deadlines and enacted new legislation in response to the economic stressors caused by...
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Financial Planning
Concentrated Stock Positions
When you hold one stock that represents a large percentage of your net worth, it is known as a concentrated stock position. This generally occurs...
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