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
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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