Freestone Insights

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

Insights / Wealth Management

The Hated Bull Market

2017 marks my 36th year in the investment business and I’ve been through three major bull markets in my career.

Freestone News

Freestone volunteers at FareStart

A group of Freestone volunteers spent the day at Farestart preparing meals for Seattle shelters. FareStart is one of the

Freestone News

Financial Advisor Magazine features Gary Furukawa and Erik Morgan

In Financial Advisor Magazine’s September issue, “A Talent For Finding Pearls In Stone,” Freestone’s Founder and Senior Partner Gary Furukawa

Freestone News

Freestone volunteers with Ronald McDonald House Charities

As part of the “Five Fridays,” volunteer program, employees spent an evening at the Ronald McDonald House, an organization dedicated

Common Client Questions / Wealth Management

What is a Fiduciary and Why is the Term Important to Me?

In a recent client meeting, I referred to the fact that we at Freestone serve them as a fiduciary. The

Insights

How Current Market Conditions Parallel Recent Financial Meltdowns

There is a historical maxim attributed to Mark Twain which states that history doesn’t repeat itself, but it does rhyme.

Insights

Summer Podcast Recommendations

Instead of our usual summer reading section, this year, we would like to share some of our favorite podcasts. Podcasts

Freestone News

Freestone volunteers with Mountains to Sound Greenway

As part of “Five Fridays,” Freestone’s employee-driven volunteer program, members of our Seattle team spent the morning at Discovery Park

Freestone News

Introducing “Five Fridays”, Freestone’s Volunteer Program

Freestone is committed to giving back to the communities we live in, and for many of our employees, community involvement

Freestone News

Freestone’s Erik Morgan featured in Barron’s

For over 26 years, Erik Morgan has used his competitive nature to help his clients achieve their financial goals. In

Freestone News

2017 Big Climb

This year marks the Leukemia and Lymphoma Society’s (LLS) 31st annual “Big Climb.” The “Big Climb” philanthropic event requires participants to

Financial Planning

Peace of Mind through Advance Directives

Fearing the future is common. Planning ahead through directives is one financial planning tool that can help alleviate fears and

Tax Planning

Election Results Bring Tax Reform

The November election results came as a surprise to many, so much so that “surreal” is Merriam-Webster’s Word of the

Financial Planning / Retirement Planning

Planning for Senior Care

Planning for senior care can be complicated and intimidating. Here are a few tips to help make the process clear

Insights

Review of 2016

2016 turned out to be better than we expected with the Standard & Poor’s 500 index up 12.0% for the