Freestone Insights

Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.

Tax Planning

The CARES Act & Recent Tax Updates

The Federal government has recently extended tax filing deadlines and enacted new legislation in response to the economic stressors caused

Financial Planning / Retirement Planning / Tax Planning

Tax and Retirement Account Updates

Federal tax filing deadline The federal tax filing and tax payment deadline has been moved to July 15th. No interest

Freestone News

Freestone Advisors recognized by Barron’s as Top 1200 Financial Advisors

Congratulations to Erik Morgan and Bob Mellon for their recognition as top advisors in Washington State by Barron’s. Barron’s recently

Investment Advisory

February 2020: Market Update

Coronavirus (or COVID-19) has been in the news for the past few weeks, and fears of its effects have finally

Insights

What A Difference a Year Makes

2019 turned out to be a fantastic year for the financial markets as nearly every asset class had strong performance.

Financial Planning / Retirement Planning

The SECURE Act: Impact on Financial Planning

The SECURE Act was signed into law on December 20, 2019, bringing significant changes to retirement accounts. The Act is

Economic Outlook / Insights

2020-Q1: Economic Outlook

OVERVIEW: Ongoing trade disputes and the approaching presidential election capture media attention and generate headlines. Although these risks pose a

Charitable Giving / Financial Planning / Wealth Management

QCD of RMD—How to give more to your favorite charities – without increasing your giving budget

Recent natural disasters in the U.S. and throughout the world have spurred conversations about philanthropic giving among Americans – some

Business Succession Planning

Planning for the Sale of Your Business

As a business owner, retiring is not as simple as notifying your employer and clearing out your desk. In addition

Financial Planning / Retirement Planning

Solo 401(k) vs. SEP IRA: Which One Should I Choose?

As a self-employed individual or business owner you have a few different ways to save for your retirement. The primary

Freestone News

Get to Know our 2019 Freestone Future Leaders Scholarship Winners

As the next generation of civic leaders, problem solvers and go-getters, these students demonstrate immense passion and commitment to improving

Business Succession Planning

Protecting Your Business from the Unexpected

Building a successful business requires a significant amount of time and energy. Many business owners are so invested in the

Freestone News

Future Leaders Scholarship’s 2019 Recipients Announced

We are proud to announce the recipients of our 2nd annual Freestone Future Leaders scholarship! The scholarship recipients include graduating

Freestone News

Freestone Advisors recognized by Barron’s as Top 1200 Financial Advisors

Congratulations to Erik Morgan and Bob Mellon for their recognition as top advisors in Washington State by Barron’s. Barron’s recently

Freestone News

Freestone Advisors recognized as Five Star Wealth Manager award winners

Freestone would like to congratulate the following Advisors for their recognition as 2019 Five Star Wealth Manager award winners! We