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
Effective January 1, 2022, Washington has implemented a 7% tax on the sale or exchange of capital assets resulting in
While insurance can be an important risk management tool, determining how much and what types of insurance are needed can
Passed in December 2022, the SECURE Act 2.0 builds upon the SECURE Act of 2019, creating more opportunities for enhanced
The IRS announced tax relief for California storm victims under the federal emergency declaration. This relief includes additional time to
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When Are Roth Conversions Appropriate?While there are regulatory requirements that dictate contribution eligibility for both Traditional and Roth IRAs, Roth Conversions are available to anyone who owns assets in a Traditional IRA.
Distributing Company Stock from a 401(k) & the impact of Net Unrealized AppreciationIn this article, we explore the Net Unrealized Appreciation tax strategy to help mitigate the potential tax impact of employer stock when it is distributed from a retirement plan.
Protecting Your Business from the UnexpectedMany business owners are so invested in the business that they do not think about a succession plan until they approach retirement. Succession planning is not just for retirement, however. What would happen to your business if you were suddenly to pass away or become disabled?
The Basics of Social SecurityOne of the most common questions we hear from clients nearing retirement is, “When should I ﬁle for Social Security?” While there is no ‘one size ﬁts all’ answer to this, understanding the basics can help you make an informed decision.
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A Guide to Tax and Estate Reform: What to Know and How to Prepare
Recently proposed federal legislation including President Biden’s American Families Plan and Senator Bernie Sanders’ For the 99.5% Act has promptedWatch now
Concentrated Stock: Understanding the Associated Risks
Previously recorded on November 2, 2021, our recent webinar, we address the question, “why is selling so difficult?”. In short,Watch now
Financial Foundations for Young Adults Session 1: Understanding Your Financial Foundation
High-level money management topics to help young adults learn the skills needed to understand good financial habits and basic investmentWatch now
Financial Foundations for Young Adults Session 2: Growing Your Financial Future
In this two-part webinar series, we’ll address high-level money management topics to help young adults understand the skills needed toWatch now
Introduction to Estate Planning
What to consider now and in the future Build on your fundamental knowledge of Estate Planning and feel better preparedWatch now