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

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

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

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

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

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

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

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

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.

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

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.

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

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.

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

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