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
Larry Miles named President and CEO
We are excited to announce the appointment of Larry Miles as President and Chief Executive Officer.
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Insights
Warren Buffett's 5 Quotes on Surrounding Yourself with Great People
Warren Buffett is as "quote-worthy" as anyone I've read or listened to.
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Insights
Traits of the Best Teams
"Individual commitment to a group effort--that is what makes a team work, a company work, a society work, a civilization work." --Vince Lombardi
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Financial Planning
What Does Healthcare in Retirement Really Cost?
When working through retirement planning with clients, one of the questions we hear most often is "What will my health care costs be in retirement?"
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Insights
2020-Q4: Economic Outlook
The United States economy bounced back in the third quarter of 2020 after contracting in the first and second quarters. The result was driven by both...
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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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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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Insights
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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