Freestone Insights
Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
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Financial Planning
Year-End Financial Planning in 2025: Key Changes, Deadlines, and Opportunities
Year-end planning is a valuable practice each year. But 2025 isn’t just another year — it brings new contribution limits, fresh tax rules under the On
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Investments
Q3 2025: Falling Rates, Soaring AI, and the Long Game for Investors
The risk-on rally pressed ahead in the third quarter as equity markets climbed to new all-time highs. A well-telegraphed Federal Reserve rate cut, res
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Freestone News
Forbes Names Freestone Capital Management One of America’s Top RIA Firms for 2025
Freestone climbs to #12 among the nation’s top 250 firms
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Freestone News
Freestone Capital Management’s Erik Morgan named to Barron’s Top 100 Independent Advisors, Ranked #6 Nationally
Respected Industry Award Highlights Excellence in Wealth Management
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Financial Planning
Washington State’s New Tax Law: What It Means for You
Washington recently passed new tax legislation that will affect many families, individuals, and business owners starting this year. On May 20, 2025, G
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Financial Planning
Why Summer Is the Perfect Time to Discuss Family Limited Partnerships (FLPs)
Summer often brings families together—whether it’s for vacations, milestone celebrations, or simply enjoying time at the lake house. For high-net-wort
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Investments
Navigating Volatility: Understanding Tariff Impacts, Embracing Global Diversification, and Reassessing Valuations in Q2 2025
The second quarter of 2025 featured a dramatic shift in investor sentiment. Initially, markets were shaken by President Trump’s “Liberation Day” tarif
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Advisor Insights
The Oracle’s Playbook: Warren Buffett’s Succession Wisdom for Small Business Owners
Warren Buffett, the Oracle of Omaha, has built an empire on shrewd investments and timeless business principles. As he approaches his twilight years,
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Financial Planning
How Long Should You Keep Tax Documents? A Practical Guide
Storing tax documents properly is crucial for maintaining financial security, ensuring compliance with tax laws, and protecting yourself in case of an
