The final quarter of the year is a great time to consider year-end planning. One of the primary planning items
Financial Planning / Tax Planning
When Are Roth Conversions Appropriate?
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Freestone Insights
Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
Executive Benefits / Financial Planning
To Hold or Be Sold: How to Handle Your Vested Shares
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.
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Financial Planning / Wealth Management
Sizing Up Your Concentrated Position with a Financial Plan
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.
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Executive Benefits / Financial Planning
Concentrated Stock Positions
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.
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Freestone News
Barron’s Recognizes Freestone as a Top Independent Advisor
Erik Morgan, Kim Hansen and their team recently named* a Top Independent Advisor – #8 in the U.S. by Barron’s.
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Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Vedanth Iyer
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know
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Economic Outlook / Insights
2021-Q3: Economic Outlook
Welcome to Freestone Capital Management’s seventh quarterly Economic Outlook. Fueled by easing pandemic-related pressures and continued government stimulus, the domestic
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Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Chloe Cullen
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know
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Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Sofia Leotta
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know
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Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Srilaasya Yenduri
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know
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Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Brett Kelly
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know
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Financial Planning / Investment Advisory
Webinar: Invest Differently: How to Potentially Mitigate your Investment Risk
Join us on Thursday, June 23rd at 1:30pm During times of increased market volatility, individuals with their wealth tied up
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Estate Planning / Freestone Events / Retirement Planning / Tax Planning
On Demand Webinar: A Guide to Tax and Estate Reform
Recently proposed federal legislation including President Biden’s American Families Plan and Senator Bernie Sanders’ For the 99.5% Act has prompted
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Economic Outlook / Insights
2021-Q2: Economic Outlook
Welcome to Freestone Capital Management’s sixth quarterly Economic Outlook. Over the past few months, the United States made considerable progress
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Freestone News
Future Leaders Scholarship’s 2021 Recipients Announced
We are proud to announce the recipients of our 4th annual Freestone Future Leaders scholarship! The scholarship recipients include graduating
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