Freestone Insights
Empowering our clients with insights and resources from our team of financial advisors, partners, and wealth management thought leaders.
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Financial Planning
Washington State Estate Tax Rollback: What High-Net-Worth Families Need to Know
Washington State is officially rolling back the estate tax rate increases passed in 2025. Legislation signed by Governor Ferguson restores the prior e
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Freestone News
Erik Morgan Named to Barron’s 2026 Top Financial Advisors List, Ranked #3 in Washington
Freestone congratulates Managing Partner and Client Advisor Erik Morgan and his team for being named to Barron’s 2026 Top 1,500 Financial Advisors lis
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Financial Planning
Washington State Millionaires Tax: What High-Income Families Should Know
All information below reflects legislative developments as of March 13, 2026. Because this is a rapidly evolving landscape, changes occurring after th
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Financial Planning / Technology Professionals
Six Smart Financial Moves to Make Before Your Company’s IPO
For many employees, an IPO creates an opportunity – but also comes with complexity. Decisions made in a short window can have long-term financial cons
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Investments
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
