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
How Your Vesting Schedule Impacts You During an IPO (RSUs, ISOs and Options Explained)
If your company is preparing for an initial public offering (IPO), your equity compensation may suddenly become one of the most important pieces of yo
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Financial Planning
What to Do After Filing Taxes: Using Tax Season as a Planning Reset
Once your tax return is filed, the administrative work is done — but the strategic work is just beginning.
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Financial Planning / Technology Professionals
What Is a Private Company Tender Offer? A Guide for Employees
If you work at a private company, equity compensation may represent a meaningful portion of your total wealth. However, unlike public company stock, p
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Investments
Navigating Uncertainty: Oil Shocks, Volatility, and the Case for Staying Invested
The first quarter of 2026 was defined by a single, jarring event: the outbreak of conflict between the United States and Iran. Oil prices surged. Inf
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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
