2017 marks my 36th year in the investment business and I’ve been through three major bull markets in my career.
Freestone Insights
Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
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
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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.
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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
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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,
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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
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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
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Introduction to Estate Planning
What to consider now and in the future Build on your fundamental knowledge of Estate Planning and feel better prepared
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