Freestone Insights
Empowering our clients with insights and resources from our team of financial advisors, partners, and wealth management thought leaders.
-
Financial Planning
What to Do Before Retirement: A 5-Year Planning Guide for Ages 55, 60, and 65
The final five years before retirement are often the most impactful planning window. For high-net-worth individuals, decisions made during this period
-
Business Owners / Financial Planning
Why Qualified Small Business Stock (QSBS) Just Became More Important for Founders
Qualified Small Business Stock (QSBS) allows eligible founders and investors to exclude up to 100% of capital gains from federal taxes when selling qu
-
Freestone News
Freestone and Fred Hutch: Why We Obliteride
Click Here to Donate to Team Freestone
-
Financial Planning / Technology Professionals
What Is a Lock-Up Period? What Pre-IPO Employees Should Know Before Selling Shares
A lock-up period is a restriction that prevents company insiders—such as employees, founders, and early investors—from selling shares for a set period
-
Business Owners / Financial Planning
Mid-Year Financial Planning Considerations for Business Owners
By this point in the year, many owners have greater clarity around revenue trends, hiring plans, and cash flow. With several months of operating resul
-
Financial Planning / Technology Professionals
How Your Vesting Schedule Impacts You During an IPO (RSUs, ISOs and Options Explained)
If your company is preparing for an initial public offering (IPO), your equity compensation may suddenly become one of the most important pieces of yo
-
Financial Planning
What to Do After Filing Taxes: Using Tax Season as a Planning Reset
Once your tax return is filed, the administrative work is done — but the strategic work is just beginning.
-
Financial Planning / Technology Professionals
What Is a Private Company Tender Offer? A Guide for Employees
If you work at a private company, equity compensation may represent a meaningful portion of your total wealth. However, unlike public company stock, p
-
Investments
Navigating Uncertainty: Oil Shocks, Volatility, and the Case for Staying Invested
The first quarter of 2026 was defined by a single, jarring event: the outbreak of conflict between the United States and Iran. Oil prices surged. Inf
