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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Financial Planning
Tax and Retirement Account Updates
Here is a brief overview of the tax and retirement account updates implemented by the federal government.
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Freestone News
Freestone Future Leaders Scholarship Deadline Extended to May 1
Empowering our next generation of leaders has never been more important than it is today.
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Freestone News
Freestone Advisors recognized by Barron's as Top 1200 Financial Advisors
Congratulations to Erik Morgan and Bob Mellon for their recognition as top advisors in Washington State by Barron's.
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Investing
February 2020: Market Update
Coronavirus (or COVID-19) has been in the news for the past few weeks, and fears of its effects have finally spilled over into global stock and bond...
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Insights
What A Difference a Year Makes
2019 turned out to be a fantastic year for the financial markets as nearly every asset class had strong performance.
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Financial Planning
The SECURE Act: Impact on Financial Planning
The SECURE Act was signed into law on December 20, 2019, bringing significant changes to retirement accounts.
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Insights
2020 - Q1: Economic Outlook
OVERVIEW: Ongoing trade disputes and the approaching presidential election capture media attention and generate headlines. Although these risks pose...
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Freestone News
Applications are open for the 2020-21 Freestone Future Leaders Scholarship
We are excited to announce that we are now accepting applications for the third-annual Freestone Future Leaders Scholarship!
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Financial Planning
QCD of RMD—How to give more to your favorite charities - without increasing your giving budget
Recent natural disasters in the U.S. and throughout the world have spurred conversations about philanthropic giving among Americans - some of the...
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