Inside AspiriantOctober 31, 2019

Meet Rob Francais

Barron’s has recognized Aspiriant’s chief executive officer in its Advisor Hall of Fame. The honor reflects Rob’s leadership in creating one of the top, independent wealth management firms for affluent people in the country. more >
Fun MoneyNovember 13, 2019

Bright Idea: Your Guide to Going Solar

By Greg Schick
Director in Wealth Management, Partner

From reducing your carbon footprint to saving money in the long run, converting to solar electricity has many benefits. Find out what you need to know when researching a solar power system that’s right for you. more >
Wealth PlanningOctober 18, 2019
Wealth planning your employee benefits

Wealth Planning Your Employee Benefits

By Jordan Overby
Manager in Wealth Management

It’s open enrollment season. Understand the basics of employer-provided health care insurance and retirement savings plans so you can craft a benefit plan that aligns with your personal and financial needs. more >
Inside AspiriantSeptember 18, 2019
Aspiriant Day of Giving 2019-LA

Aspiriant Spreads Goodwill in Our Cities

By Aspiriant News
Leading Independent Wealth Management Firm

Every year, Aspiriant employees spend a summer work day trying to make a positive impact in our communities. Find out how each of our 11 offices spent their Day of Giving. more >
Inside AspiriantAugust 22, 2019
Forbes Next-Gen List

Aspiriant Partners on Forbes Next-Gen List

By Aspiriant News
Leading Independent Wealth Management Firm

Ensuring that Aspiriant clients are in good hands for years to come, David Muchow and Myles Rush are listed among the top 250 wealth advisors under 40 for the third year in a row. more >
Wealth PlanningAugust 15, 2019
What to do with RSUs

What To Do With RSUs

By Lorraine Fox
Director in Wealth Management, Partner

Restricted stock units are a popular way for tech companies and start-ups to compensate employees. Learn how to value them, their tax treatment and the potential consequences of holding too much. more >
Wealth PlanningAugust 1, 2019
How to Avoid the Emotional Investing Trap

How to Escape the Emotional Investing Trap

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

The word “loss” is often used casually and imperfectly in the investment world. But in reality, a limited number of situations actually lead to true investment losses. Here are a few of the most common and ways to avoid them. more >