Freestone Insights

Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.

Investment Advisory

Manage Your Risk. Invest Alternatively

Introduction These days, it feels like risk is everywhere. High gas prices, supply chain woes, rising interest rates, geopolitical tension

Financial Planning / Investment Advisory

Webinar: Invest Differently: How to Potentially Mitigate your Investment Risk

Join us on Thursday, June 23rd at 1:30pm During times of increased market volatility, individuals with their wealth tied up

Common Client Questions / Financial PlanningWealth Management

Investment Truths in an Uncertain World

There is always a feeling of unease when the markets become volatile. Volatility can be created by any market event

Common Client Questions / Generational Wealth

How to Talk to Your Kids about Money

Families with significant assets have concerns about passing them along to the next generation. Will the next generation be responsible,

Business Succession Planning / Estate Planning / Financial Planning / Retirement Planning

Family Limited Liability Companies:  A valuable tool for generational wealth transfer and asset protection

Our role as client advisors is to simplify our clients lives by providing thoughtful and quantifiable solutions to issues/obstacles faced

Freestone News

Barron’s Recognizes Freestone as a Top Independent Advisor

Erik Morgan, Kim Hansen and their team recently named* a Top Independent Advisor – #8 in the U.S. by Barron’s.

Freestone News

Closing the Gap: Women in Wealth Management

In honor of International Women’s Day and Women’s History Month, we are celebrating the women at Freestone! We asked a

Freestone News

Barron’s Recognizes Freestone Advisor as Top Advisor in Washington State

Congratulations to Erik Morgan, Kim Hansen and their team for their recent recognition as the #1 Advisor in Washington state.

Executive Benefits / Financial Planning

Concentrated Stock Positions

When you hold one stock that represents a large percentage of your net worth, it is known as a concentrated stock position. This generally occurs when you are invested in a company that experiences tremendous success, or work for a company that issues shares of its stock as part of its compensation plan.

Common Client Questions / Financial Planning / Investment Advisory

How Inflation Affects Your Financial Plan

Content updated as of May 12, 2022 Concerned about how inflation affects your finances? Look to historical data to quell

Executive Benefits / Financial Planning

To Hold or Be Sold: How to Handle Your Vested Shares

The tech industry is commonly known for their generous compensation plans, primarily in the form of company equity. Depending on the success of the company, this incentive structure can lead to lasting wealth.

Financial Planning / Retirement Planning

What Does Healthcare in Retirement Really Cost?

When working through retirement planning with clients, one of the questions we hear most often is “What will my health

Financial Planning / Wealth Management

Sizing Up Your Concentrated Position with a Financial Plan

If you work or have worked at a tech company, you’ve likely accrued equity as part of your compensation. Your stock benefits are a powerful tool for building wealth, and can potentially end up making you more money in the long run than your lifetime salary.

Financial Planning / Tax Planning

Washington Capital Gains Tax Summary

Washington will be implementing a 7% tax on the sale or exchange of long-term capital assets beginning January 1, 2022.

Freestone News

2021 Freestone Future Leaders Scholarship Winner: Meet Vedanth Iyer

We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know