Once you have accumulated a large overall net worth, the primary goal becomes to protect the wealth you have already
Freestone Insights
Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
Freestone Events
Freestone Event: How to Restore Privacy to Your Digital World
As cybercrime becomes more advanced, many individuals and families are doing very little to protect their information. Join us on
Freestone News
Erik Morgan recognized by Barron’s as a Top Independent Financial Advisor
Freestone would like to congratulate Erik Morgan for his recognition as a Top 100 Independent Financial Advisor. Barron’s recently published
Insights
The Sleeping Giant of Inflation May Be Awakening. What Does This Mean?
When something hasn’t occurred for a very long time, it is human nature to forget about it. In today’s internet
Financial Planning / Insurance Planning
Understanding Long-Term Care Insurance
While many individuals have heard of Long-Term Care insurance, few understand how these policies function, what they cover, and how
Insights
Dream big, but first get a job: Four Lessons for Recent Grads
Tips for graduates from one of Amazon’s earliest investors. Generation Z. Post-Millennials. The iGeneration. The generation graduating this year makes
Freestone News
Announcing the Five Freestone Future Leaders Scholarship Recipients
We are proud to announce the recipients of our first Freestone Future Leaders scholarship awards. Our inaugural recipients include graduating
Insights
Investing in a Bear Market
Stock markets around the world started off 2018 with a bang as investor euphoria mixed in with a dose of
Financial Planning / Insurance Planning
Considerations for Purchasing Life & Disability Insurance
Life and disability insurance are two of the most important types of policies that high income and high net worth
Freestone Events
Freestone Event – Bridging the Investment Gap
Financial Planning & Investment Knowledge for Female Executives Studies have shown that women feel more assured when their finances are
Insights
A Memorable and Forgettable 2017
I think 2017 will go down as one of the most memorable years in recent history. In many respects, I
Financial Planning / Tax Planning
Tax Reform: Effects on Financial Planning
The recently passed tax reform bill has received a considerable amount of press, and for good reason. As the most
Freestone News
Freestone Advisors recognized as Five Star Wealth Manager award winners
Freestone would like to congratulate the following Advisors for their recognition as a 2018 Five Star Wealth Manager award winner.
Financial Planning
Saving for College
Saving for college can seem like a daunting task these days, with significant price differences between public in-state schools and
Freestone News
Freestone volunteers with Treehouse
Treehouse is a Seattle-based organization dedicated to helping children and young adults in foster care. The average foster youth experiences
Download Our Whitepapers
-
When Are Roth Conversions Appropriate?
While there are regulatory requirements that dictate contribution eligibility for both Traditional and Roth IRAs, Roth Conversions are available to anyone who owns assets in a Traditional IRA. -
Distributing Company Stock from a 401(k) & the impact of Net Unrealized Appreciation
In this article, we explore the Net Unrealized Appreciation tax strategy to help mitigate the potential tax impact of employer stock when it is distributed from a retirement plan. -
Protecting Your Business from the Unexpected
Many business owners are so invested in the business that they do not think about a succession plan until they approach retirement. Succession planning is not just for retirement, however. What would happen to your business if you were suddenly to pass away or become disabled? -
The Basics of Social Security
One of the most common questions we hear from clients nearing retirement is, “When should I file for Social Security?” While there is no ‘one size fits all’ answer to this, understanding the basics can help you make an informed decision.
View our Webinars
-
A Guide to Tax and Estate Reform: What to Know and How to Prepare
Recently proposed federal legislation including President Biden’s American Families Plan and Senator Bernie Sanders’ For the 99.5% Act has prompted
Watch now -
Concentrated Stock: Understanding the Associated Risks
Previously recorded on November 2, 2021, our recent webinar, we address the question, “why is selling so difficult?”. In short,
Watch now -
Financial Foundations for Young Adults Session 1: Understanding Your Financial Foundation
High-level money management topics to help young adults learn the skills needed to understand good financial habits and basic investment
Watch now -
Financial Foundations for Young Adults Session 2: Growing Your Financial Future
In this two-part webinar series, we’ll address high-level money management topics to help young adults understand the skills needed to
Watch now -
Introduction to Estate Planning
What to consider now and in the future Build on your fundamental knowledge of Estate Planning and feel better prepared
Watch now