Wealth PlanningSeptember 11, 2018

Know What Type of FA You’re Hiring

The term “financial advisor” can mean many things. For young professionals who are just starting to plan for the long term, it’s important to know the significant differences between an RIA, broker-dealer and robo-advisor. more >
Inside AspiriantAugust 31, 2018

5 Wealth Managers Become Principals

By Aspiriant News
Leading Independent Wealth Management Firm

As part of Aspiriant’s goal to remain independently owned and operated, we’re happy to announce that five next-gen wealth managers have been named co-owners of the company. Read their financial tips. more >
Wealth PlanningAugust 13, 2018
Tame estate-planning anxiety with a wealth transfer framework

Setting a Wealth Transfer Framework

By Sandi Bragar
Managing Director in Planning Strategy & Research, Principal

Not having a wealth transfer plan is a plan in and of itself. You’re just allowing the government to implement one for you. Learn how a wealth transfer framework helps you plan with intention. more >
Fun MoneyAugust 2, 2018
Ensure Your Vacation Home Feels Like a Vacation

Estate Planning for Vacation Homes

By Kelly Cruz
Director in Strategic Planning, Principal

Your dream vacation home is meant to be a place of fun and tranquility for generations. Don’t let legal issues and family squabbles get in the way. Learn estate planning tips. more >
Inside AspiriantJuly 31, 2018
Aspiriant CEO Rob Francais

Aspiriant CEO Named a Top Angeleno

By Aspiriant News
Leading Independent Wealth Management Firm

Our CEO makes the Los Angeles Business Journal’s prestigious list of influential people in L.A., alongside some famous industry innovators and visionaries. more >
InvestingWealth PlanningJuly 16, 2018
Rising rates make cash more interesting

Rising Rates Make Cash More Interesting

By Randy Rae
Manager in Investment Strategy & Research

With extremely low interest rates, investors were told for a long time to hold as little cash in money market accounts as possible. But as short-term interest rates rise, investors have more options to earn income. Randy Rae describes four cash options. more >
Wealth PlanningJune 28, 2018

Family Foundations

By Dawn Baca
Senior Associate in Strategic Planning

If you’d like your family to support charities in a significant, long-term way, consider a private family foundation. Learn the tax advantages, family benefits and legal requirements of this philanthropic financial structure. more >
Inside AspiriantJune 20, 2018
Aging Wisely-Stay put or move on?

Aging Wisely: Stay put or move on?

By Matthew Sharp
Associate in Wealth Management

We all need to plan for where we’ll live and who'll help take care of us in our later years. But there’s a lot to consider. Estate planning attorney Elizabeth Krivatsy explained senior housing options during presentations at Aspiriant in the San Francisco Bay Area. more >
Wealth PlanningJune 13, 2018

6 Security Tips for Affluent Households

By Sandi Bragar
Managing Director in Planning Strategy & Research, Principal

Everyone should be proactive in personal security, but high net worth households have particular, heightened safety concerns. Sandi Bragar follows up on a Wall Street Journal interview with details on how to keep you and your family safer. more >