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
Announcing the Five Freestone Future Leaders Scholarship Recipients
We are excited to award our first scholarships to students from Washington, Oregon and California!
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Investing
Investing in a Bear Market
Stock markets around the world started off 2018 with a bang as investor euphoria mixed in with a dose of TINA (There Is No Alternative) sent stock...
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Financial Planning
Considerations for Purchasing Life & Disability Insurance
Life and disability insurance are two of the most important types of policies that high income and high net worth individuals can purchase, but many...
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Freestone News
Introducing the Freestone Future Leaders Scholarship - Application Open Now
We are excited to announce the launch of the Freestone Future Leaders Scholarship!
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Freestone News
Freestone Event - Bridging the Investment Gap
Financial Planning & Investment Knowledge for Female Executives
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Insights
A Memorable and Forgettable 2017
I think 2017 will go down as one of the most memorable years in recent history. In many respects, I am glad it is over.
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Financial Planning
Tax Reform: Effects on Financial Planning
The recently passed tax reform bill has received a considerable amount of press, and for good reason. As the most comprehensive tax reform in over 30...
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Freestone News
Freestone Advisors recognized as Five Star Wealth Manager award winners
Freestone would like tor congratulate the following Advisors for their recognition as a 2018 Five Star Wealth Manager award winner.
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Financial Planning
Saving for College
Saving for college can seem like a daunting task these days, with significant price differences between public in-state schools and private...
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