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 / 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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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
