Fathom Archive - Aspiriant The Leading Independent Wealth Management Firm

Wealth PlanningFebruary 22, 2019

Mapping a Path to College Admission

Getting into college isn’t as easy as it used to be. We spoke with a private college counselor for tips on how to navigate the tough terrain of the admissions process and financing. more >

Inside AspiriantMarch 5, 2019

Aspiriant Named a Top 10 L.A. Advisor

By Aspiriant News
Leading Independent Wealth Management Firm

An independent business research firm gave Aspiriant’s L.A. office high ranking for our Family Office and Investing & Wealth Planning services. more >

Inside AspiriantFebruary 28, 2019

Aspiriant Partners Among Best in State

By Aspiriant News
Leading Independent Wealth Management Firm

Forbes and Shook Research recognized four Aspiriant partners as standouts in the wealth advisory industry. more >

Investment ManagementFebruary 14, 2019

Understanding Risk and Volatility

By Ryan T. Nelson
Manager in Investment Advisory

“Volatility” is the buzzword in the financial media these days. But what does it really mean and how does it impact your investments? Aspiriant investment managers explain what volatility is and how to reduce risk in your portfolio. more >

Inside AspiriantFebruary 1, 2019

Recognized for Family Office, Women in Wealth Management

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant has been shortlisted by the Family Wealth Report Awards for our family office services and commitment to the advancement of women in wealth management. more >

Wealth PlanningJanuary 16, 2019

Big Disasters Leading to Higher Insurance Rates

By Lani Kapur
Director in Wealth Management, Partner

Catastrophic wildfires and hurricanes are leading to higher property insurance bills. Learn why and what you can do to keep costs down while maintaining good coverage for your exclusive home. more >

Wealth PlanningJanuary 9, 2019

New Year Resolution: Talk About Money

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

This year, why not set a resolution that will have lasting benefits? Sandi Bragar offers tips on how to find your money mojo through conversation. more >

Inside AspiriantDecember 14, 2018

Celebrating the Holidays

By Aspiriant News
Leading Independent Wealth Management Firm

The holidays are a time to cherish those you care about most by celebrating traditions. Find out how Aspiriant employees enjoy the season each year. more >

Wealth PlanningDecember 6, 2018

Guide to Renting vs. Buying

By Matthew Sharp
Associate in Wealth Management

Today’s young professionals are giving greater thought before deciding to invest in a home. Learn about current homeownership trends among millennials, as well as the pros and cons of renting and buying. more >

Inside AspiriantNovember 27, 2018

Aspiriant Helps Bay Area with Free Advice

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant wealth managers provided unbiased financial advice to San Francisco Bay Area residents during the Financial Planning Association’s personal planning events. more >

Wealth PlanningNovember 14, 2018

How to Raise Charitable Children

By Bradley A. Weber
Director in Wealth Management, Partner

When it comes to raising children with a giving mindset, it’s important to focus on teaching them empathy. Learn five tips from a client who specializes in helping families create successful giving plans. more >

Wealth PlanningNovember 9, 2018

Planning for Long-Term Care

By Gregory P. Fasig
Director in Wealth Management, Partner

As the way we receive care later in life is changing, so are our options for how to pay for it. Learn some of the current trends in financing elderly care and when you and your family should start planning. more >

Wealth PlanningOctober 15, 2018

All About the LLCs

By Kelly Cruz
Director in Strategic Planning, Partner

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 >