Freestone Insights
Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
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Financial Planning
How Long Should You Keep Tax Documents? A Practical Guide
Storing tax documents properly is crucial for maintaining financial security, ensuring compliance with tax laws, and protecting yourself in case of an
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Financial Planning / Technology Professionals
Practical Financial Advice for Women, by Women
March is Women’s History Month—a time to reflect on how far we’ve come and where we’re headed. Today, one of the most powerful shifts we’re witnessing
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Financial Planning
6 Common Misconceptions About Trusts
Estate planning isn’t a topic most people enjoy discussing. It’s understandable—thinking about the future and what happens to your loved ones when you
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Financial Planning
Navigating Financial Planning in Alaska: Key Insights for Residents
Alaska provides unique financial opportunities for its residents, with advantages like the absence of state income tax, annual dividends through the P
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Investments
2024 Market Review: Resilience and Opportunities Amid Shifting Dynamics
In 2024, markets defied cautious growth forecasts, overcame escalating geopolitical tensions, and navigated evolving expectations for Federal Reserve
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Financial Planning
New Year, Fresh Cash Flow: How to Reset Your Finances in January
The start of a new year is a natural time to reset—not just your goals and habits, but your finances, too. Whether the holidays stretched your budget
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Business Owners / Financial Planning
Building a Lasting Legacy Series: Advanced Trust Structures for Multi-Generational Wealth and Charitable Impact
In Part 2 of our series, “Building a Lasting Legacy”, we explored lifetime gifting strategies like SLATs, GRATs, and ILITs, which help reduce taxes an
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Freestone News
Freestone Capital Management Named 2024 Luminaries Award Winner by ThinkAdvisor in Innovation.
Seattle, WA – Freestone Capital Management (“Freestone”), a Seattle-based Registered Investment Advisor managing $11 billion in Assets Under Managemen
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Financial Planning
Year-End Financial Planning for High-Net-Worth Individuals: Key Deadlines and Strategic Opportunities
As we near the end of 2024, it’s an opportune moment for high-net-worth individuals to reassess and refine their financial strategies. Year-end planni
