Freestone Insights

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

Financial Planning / Insurance Planning

Protecting Your Assets with Property and Casualty Insurance

Once you have accumulated a large overall net worth, the primary goal becomes to protect the wealth you have already

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