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
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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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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