Freestone Insights
Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
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Financial Planning
Why Summer Is the Perfect Time to Discuss Family Limited Partnerships (FLPs)
Summer often brings families together—whether it’s for vacations, milestone celebrations, or simply enjoying time at the lake house. For high-net-wort
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Investments
Navigating Volatility: Understanding Tariff Impacts, Embracing Global Diversification, and Reassessing Valuations in Q2 2025
The second quarter of 2025 featured a dramatic shift in investor sentiment. Initially, markets were shaken by President Trump’s “Liberation Day” tarif
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Advisor Insights
The Oracle’s Playbook: Warren Buffett’s Succession Wisdom for Small Business Owners
Warren Buffett, the Oracle of Omaha, has built an empire on shrewd investments and timeless business principles. As he approaches his twilight years,
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Financial Planning
How Long Should You Keep Tax Documents? A Practical Guide
Storing tax documents properly is crucial for maintaining financial security, ensuring compliance with tax laws, and protecting yourself in case of an
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Financial Planning / Technology Professionals
Practical Financial Advice for Women, by Women
March is Women’s History Month—a time to reflect on how far we’ve come and where we’re headed. Today, one of the most powerful shifts we’re witnessing
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Financial Planning
6 Common Misconceptions About Trusts
Estate planning isn’t a topic most people enjoy discussing. It’s understandable—thinking about the future and what happens to your loved ones when you
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Financial Planning
Navigating Financial Planning in Alaska: Key Insights for Residents
Alaska provides unique financial opportunities for its residents, with advantages like the absence of state income tax, annual dividends through the P
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Investments
2024 Market Review: Resilience and Opportunities Amid Shifting Dynamics
In 2024, markets defied cautious growth forecasts, overcame escalating geopolitical tensions, and navigated evolving expectations for Federal Reserve
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Financial Planning
New Year, Fresh Cash Flow: How to Reset Your Finances in January
The start of a new year is a natural time to reset—not just your goals and habits, but your finances, too. Whether the holidays stretched your budget
