Wealth PlanningJune 19, 2019
Aspiriant Smart Summer Reading List

Aspiriant’s Smart Summer Reading List

By Aspiriant News
Leading Independent Wealth Management Firm

This summer, read a good book (or listen to a podcast) to discover how money impacts our society, secrets to wealth, or how your emotions play into your financial decisions. Aspiriant advisors offer up 10 top reads. more >
Inside AspiriantMay 28, 2019

Engineer Yourself to Not Get Hacked

By Tom Tracy
Chief Client Officer, Partner

Cybersecurity is not just about the protection of your personal data, it’s about the security of everything important to you. During an Aspiriant event, cybersecurity expert John Sileo explained five critical security threats and how to avoid them. more >
Inside AspiriantMay 21, 2019

Aspiriant CEO Makes LA500 List

By Aspiriant News
Leading Independent Wealth Management Firm

For the second year in a row, Chief Executive Officer Rob Francais was named in the Los Angeles Business Journal's prestigious list of innovators and visionaries. more >
Inside AspiriantMay 17, 2019

Aspiriant Adds 3 New Partners

By Aspiriant News
Leading Independent Wealth Management Firm

The latest members of Aspiriant’s ownership group represent the next generation of leaders and advance the firm’s mission to transform the wealth management industry. Learn about the Class of 2019. more >
Wealth PlanningMay 10, 2019
Mothers Day Money Tips For Kids

Money Tips for Kids

By Aspiriant News
Leading Independent Wealth Management Firm

Children learn best by witnessing people exemplify strong ethics and wise decision-making. That is especially true when it comes to financial management. This Mother’s Day, we asked two Aspiriant wealth managers how they talk to their kids about money. more >
Inside AspiriantMay 6, 2019
Ryan T. Nelson, Manager in Investment Advisory, Partner

Meet Ryan Nelson

By Aspiriant News
Leading Independent Wealth Management Firm

Ryan Nelson has moved from San Francisco to Los Angeles to educate and advise family office clients about their investments. Now he’s landed in our new office in Austin. Find out what motivates him to serve clients from the Lone Star State. more >
Wealth PlanningApril 30, 2019
To Roth or Not to Roth

To Roth or Not to Roth

By Lorraine Fox
Director in Wealth Management, Partner

By paying taxes on income today, you can have tax-free earnings in retirement with a Roth 401(k). Find out why a Roth 401(k) may be a better savings option for employees with higher income. more >
Investment ManagementApril 4, 2019
Investment Management - Diversifiers

The Benefits of Diversifiers

By Rohit Mansukhani
Associate in Wealth Management

Stocks and bonds have been the primary asset classes used to manage risk in a portfolio. But frequently, they trade in tandem, driving up volatility. Find out how diversifiers can help smooth out returns. more >