Freestone Insights

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

A Comprehensive Guide to Leveraging 529 Plans

As spring blooms and graduation looms, many families find themselves confronting the reality of college expenses. Families with established 529

Gary Furukawa Named Finalist for CIO of the Year by RIA Intel

We are proud to announce Gary Furukawa’s recent recognition as a finalist for the CIO of the Year award by

Medicare Basics: What You Need to Know

In Honor of World Health Day The one universally known thing about Medicare is that it’s complicated.  Part A, Part

Freestone Advisors Recognized as 2024 Five Star Wealth Manager Award Winners

Freestone congratulates the following advisors for their recognition as 2024 Five Star Wealth Manager award winners: Andrew Erisman, CIMA®; Bobby

2024 Women’s History Month Series: Jenny Doherty

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

2024 Women’s History Month Series: Breana Brown

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

2024 Women’s History Month Series: Jenna Brazile

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

2024 Women’s History Month Series: Ann Gookin

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

Uncategorized

2024 Women’s History Month Series: Stephanie d’Ippolito

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

2024 Women’s History Month Series: Christine Opp

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

Freestone’s Gary Furukawa and Erik Morgan featured on The Diamond Podcast for Financial Advisors

“Bourbon, Real Estate and Golf Courses: How Innovations in Investments, Training and Client Service Built a $9.4B Business.” Freestone’s Founder,

2024 Women’s History Month Series: Alyssa Morris

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

Freestone’s car wash platform, Thoroughbred Express, celebrates the grand opening of its newest location

Freestone launched Thoroughbred Express, its car wash platform, in 2020 with one site in Glasgow, Kentucky. Since then, Thoroughbred has

Freestone News

Freestone Capital Management Named Alternative Investment Firm of the Year by Wealth Solutions Report

Prestigious Industry Award Recognizes Top Firms that Provide Alternative Assets for Clients Freestone Capital Management (“Freestone”), a Seattle-based Registered Investment

Estate Planning / Financial PlanningInsights

5 Components of an Estate Plan

When thinking about Estate Planning, the first thing that comes to mind for most people is a Will. While this

Financial Planning / For Advisors / InsightsWealth Management

An Advisor’s Edge: Freestone’s Value-Add Investment Approach

Digital disruption and the rise of robo-advisors have created the difficult task for you to provide value in a crowded

For AdvisorsInsights

Cultivating Advisor Growth at Freestone

It can feel stifling when you’re expected to develop your own direct business channels with little to no direction from

Freestone News

Freestone Announces Jim Hughes as New Head of Client Advisory and Business Development

We are so excited to welcome Jim Hughes to Freestone. Jim joins us as our Head of Client Advisory and

Financial PlanningWealth Management

Steps to Take as Your Child Heads Off to College

Congratulations, your child is off to college! Give yourself a pat on the back or a high five… you did

Financial Planning / Insights / Retirement Planning / Tax PlanningWealth Management

Pre-Tax and Roth Savings Strategies

When it comes to retirement savings, there’s often a choice between pre-tax and Roth accounts. It’s important to understand the

Insights / Retirement Planning / Wealth Management

What is an After-Tax 401(k)?

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

InsightsInvestment Advisory

Why our Hybrid Investment Approach can Provide Beneficial Outcomes for Clients (and Advisors)

As an advisor, it’s common to encounter clients who seek investment opportunities that fall outside of traditional stocks and bonds.

Insights / Investment Advisory / Wealth Management

Better Advising with a Full Financial Picture

Imagine being a professional golfer and teeing up for a shot using just a whiffle ball: such a waste of

Tax Planning

Understanding the Washington State Capital Gains Tax

Effective January 1, 2022, Washington has implemented a 7% tax on the sale or exchange of capital assets resulting in

Financial Planning / Insurance Planning

Analyzing Your Insurance Needs

While insurance can be an important risk management tool, determining how much and what types of insurance are needed can