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
What Should You Do Before Your IPO Lock-Up Period Ends?
What Should You Do Before Your IPO Lock-Up Period Ends? (Quick Answer)
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Freestone News
Former BlackRock Director Joins Freestone Capital Management as Managing Director
We are excited to announce that Carolyn Barnette has joined Freestone as a Managing Director on our investment team.
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Financial Planning / Technology Professionals
When Does a Roth Conversion Make Sense?
When Does a Roth Conversion Make Sense? (Quick Answer)
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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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Business Owners / Financial Planning
How Much Should a Business Owner Pay Themselves? A Guide to Cash Flow and Owner Compensation
How Much Should a Business Owner Pay Themselves? (Quick Answer)
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Investments
Q2 2026 Market Recap: Inflation Returns, Rates Reverse, and Markets Stay Resilient
In the second quarter of 2026, the conflict in Iran reignited inflation, pushing the Federal Reserve (“the Fed”) from expected rate cuts toward a poss
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Financial Planning
What to Do Before Retirement: A 5-Year Planning Guide for Ages 55, 60, and 65
The final five years before retirement are often the most impactful planning window. For high-net-worth individuals, decisions made during this period
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Business Owners / Financial Planning
Why Qualified Small Business Stock (QSBS) Just Became More Important for Founders
Qualified Small Business Stock (QSBS) allows eligible founders and investors to exclude up to 100% of capital gains from federal taxes when selling qu
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Freestone News
Freestone and Fred Hutch: Why We Obliteride
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