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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Freestone News
Freestone Advisor recognized as Barron's Top 100 Independent Financial Advisors
Congratulations to Erik Morgan for his recognition as a Top 100 Independent Financial Advisor.
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Financial Planning
The Basics of Social Security
One of the most common questions we hear from clients nearing retirement is, "When should I file for Social Security?"
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Wealth Management
2020-Q3: Economic Outlook
The United States officially entered a recession in late-February as a result of the COVID-19 global pandemic. The negative impact of the coronavirus...
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Insights
2020 Market Scorecard
We're taking a look under the hood to evaluate winners and losers of 2020.
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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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