Fathom Archive - Aspiriant The Leading Independent Wealth Management Firm

Wealth PlanningDecember 6, 2018

Guide to Renting vs. Buying

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 Investment Advisory, Principal

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 Investment Advisory, Principal

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, 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 PlanningOctober 3, 2018

The Emotional Side of Money

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

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 >

Inside AspiriantSeptember 20, 2018

Caring for the Well-Being of Our Communities

By Aspiriant News
Leading Independent Wealth Management Firm

Caring about the communities we live and work in is a natural extension of what we do for clients. See how Aspiriant employees nationwide gave back this summer. more >

Wealth PlanningSeptember 11, 2018

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 20, 2018

Using the New Tax Law for Your Child

By Jason Kiss
Director in Wealth Management, Principal

By hiring your child for chores around the home or to work at your family business, you can transfer assets and help them save more for their future, thanks to the new tax law. Learn how. more >

Wealth PlanningAugust 13, 2018

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

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 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 >