Recently proposed federal legislation including President Biden’s American Families Plan and Senator Bernie Sanders’ For the 99.5% Act has prompted

Welcome to Freestone Capital Management’s sixth quarterly Economic Outlook. Over the past few months, the United States made considerable progress

We are proud to announce the recipients of our 4th annual Freestone Future Leaders scholarship! The scholarship recipients include graduating

One of the most common business succession planning strategies for businesses with multiple owners is a buy/sell agreement. This agreement

Jenny, a Client Advisor, appreciates every opportunity to get to know her clients. She enjoys learning about their unique situations

Ann is the Managing Director of Investments at Freestone, an uncommon role for women in the industry. In this capacity

We’re honored to announce Erik Morgan, Kim Hansen and their team were recently named the #1 Advisor in Washington State

Christine, a Client Advisor, has known she wanted a career in helping clients manage and understand their wealth since high

Stephanie found the financial services industry somewhat by accident. In college, she would have laughed if you told her she

In her senior year of college, Jenna realized a career in financial services was the perfect path for her. She

Amanda graduated from the University of California, Los Angeles with a degree in anthropology. Therefore, she was surprised to find

Jennifer is the Chief Financial Officer at Freestone but a career in financial services was never something she envisioned for

We are excited to announce that we are now accepting applications for the fourth-annual Freestone Future Leaders Scholarship! Since 2018,

Despite being one of the founding members of Freestone, Kim didn’t expect to find herself in the finance industry nearly

Charitably inclined individuals have multiple giving options available to them, but which method is best? The answer will depend on

The Qualified Small Business Stock (QSBS) tax exemption is a little-known perk that can potentially save substantial amounts in federal

Now more than ever, characterizing economic activity in the United States is challenging. COVID-19 remains a persistent threat, but the

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

Freestone congratulates the following advisors for their recognition as 2021 Five Star Wealth Manager award winners. Congratulations to Bob Mellon, CPWA®; Chris

If you own shares that represent a large percentage of your overall portfolio, you have a concentrated stock position. The

Asset titling can have a significant impact on how your property is handled after your death, both on how and

When working through retirement planning with clients, one of the questions we hear most often is “What will my health

OVERVIEW: The United States economy bounced back in the third quarter of 2020 after contracting in the first and second

One of the most common questions we hear from clients nearing retirement is, “When should I file for Social Security?”

Congratulations to Erik Morgan for his recognition as a Top 100 Independent Financial Advisor. Barron’s recently published its 2020 list