Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
Now that we’ve passed midpoint of the year, it’s a critical time for high-net-worth individuals to review their financial landscape
Insurance is crucial for managing risk, but finding the right coverage can be complex. Your insurance needs evolve with changes
As spring blooms and graduation looms, many families find themselves confronting the reality of college expenses. Families with established 529
We are proud to announce Gary Furukawa’s recent recognition as a finalist for the CIO of the Year award by
In Honor of World Health Day The one universally known thing about Medicare is that it’s complicated. Part A, Part
Freestone congratulates the following advisors for their recognition as 2024 Five Star Wealth Manager award winners: Andrew Erisman, CIMA®; Bobby
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
“Bourbon, Real Estate and Golf Courses: How Innovations in Investments, Training and Client Service Built a $9.4B Business.” Freestone’s Founder,
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
Freestone launched Thoroughbred Express, its car wash platform, in 2020 with one site in Glasgow, Kentucky. Since then, Thoroughbred has
Prestigious Industry Award Recognizes Top Firms that Provide Alternative Assets for Clients Freestone Capital Management (“Freestone”), a Seattle-based Registered Investment
When thinking about Estate Planning, the first thing that comes to mind for most people is a Will. While this
Digital disruption and the rise of robo-advisors have created the difficult task for you to provide value in a crowded
It can feel stifling when you’re expected to develop your own direct business channels with little to no direction from
We are so excited to welcome Jim Hughes to Freestone. Jim joins us as our Head of Client Advisory and
Congratulations, your child is off to college! Give yourself a pat on the back or a high five… you did
When it comes to retirement savings, there’s often a choice between pre-tax and Roth accounts. It’s important to understand the
An after-tax 401(k) is an employer-sponsored 401(k) that allows for additional savings above the traditional and Roth 401(k) limits, using
As an advisor, it’s common to encounter clients who seek investment opportunities that fall outside of traditional stocks and bonds.
Imagine being a professional golfer and teeing up for a shot using just a whiffle ball: such a waste of