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

We’re taking a look under the hood to evaluate winners and losers of 2020. Freestone Insights Given the wild stock

The United States officially entered a recession in late-February as a result of the COVID-19 global pandemic. The negative impact

The question on everyone’s minds is what happens next? What Next? The question on everyone’s minds is what happens next?

If your employer grants company stock in your 401(k), you may be subject to income tax on capital gains when

Identity theft has become more prevalent in recent years and has seen even more of a surge with the COVID-19

Our 2020 scholarship winners have demonstrated how their passions and duty to civic leadership, problem solving and creative thinking have

We are proud to announce the recipients of our 3rd annual Freestone Future Leaders scholarship! The scholarship recipients include graduating

OVERVIEW: At the beginning of the year, estimates from economists and investors called for continued economic growth despite an expansion