Freestone Insights
Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
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Markets in 2025: Resilience, Fundamentals, and the Power of Diversification
Markets entered 2025 amid no shortage of uncertainty. Trade disruptions tied to “Liberation Day,” geopolitical shocks, and persistent inflation concer
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Technology Professionals
From Concentration to Confidence: Planning Around a Single Stock Position
For many tech professionals, company stock has become one of the most meaningful ways to build wealth. What begins as a few RSUs or option grants can
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Freestone News / Investments
Freestone Real Estate Fund Acquires Lock Vista Apartments
GT Capital and Freestone Capital Management today announced the acquisition of Lock Vista Apartments, a 192-unit multifamily community located in Seat
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Financial Planning
Year-End Financial Planning in 2025: Key Changes, Deadlines, and Opportunities
Year-end planning is a valuable practice each year. But 2025 isn’t just another year — it brings new contribution limits, fresh tax rules under the On
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Investments
Q3 2025: Falling Rates, Soaring AI, and the Long Game for Investors
The risk-on rally pressed ahead in the third quarter as equity markets climbed to new all-time highs. A well-telegraphed Federal Reserve rate cut, res
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Freestone News
Forbes Names Freestone Capital Management One of America’s Top RIA Firms for 2025
Freestone climbs to #12 among the nation’s top 250 firms
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Freestone News
Freestone Capital Management’s Erik Morgan named to Barron’s Top 100 Independent Advisors, Ranked #6 Nationally
Respected Industry Award Highlights Excellence in Wealth Management
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Financial Planning
Washington State’s New Tax Law: What It Means for You
Washington recently passed new tax legislation that will affect many families, individuals, and business owners starting this year. On May 20, 2025, G
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Financial Planning
Family Limited Partnerships (FLPs) and the Role They Play in Thoughtful Family Wealth Planning
When families gather—whether for holidays, milestone celebrations, or extended time together—it often creates rare opportunities for meaningful conver
