Wealth PlanningOctober 3, 2018

The Emotional Side of Money

When crafting a wealth transfer plan, it’s important to know there are two sides of money: the intellectual side and the emotional side. Learn how tackling the emotional aspects first leads to a more satisfying plan for you and future generations. more >
Wealth PlanningOctober 15, 2018

All About the LLCs

By Kelly Cruz
Director in Strategic Planning, Principal

Limited liability companies offer several advantages to holding and protecting assets. But they require management and have additional costs. Learn about LLC basics, including the benefits and pitfalls of this special structure. more >
Wealth PlanningSeptember 11, 2018
Know what type of FA you're hiring

Know What Type of FA You’re Hiring

By Stephen Simon
Associate in Wealth Management

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 >