Aspiriant in the News: December

Journal Sentinel

John Petrie offers financial advice in the Milwaukee Journal Sentinel

John Petrie, director of investment advisory and principal, was featured in the Milwaukee Journal Sentinel’s December 29 article, “Wisconsin financial pros offer ways to improve your financial fitness in 2018.”

John talks about paying off debt, creating a budget, saving, managing risk and more.

“If you’re a high net worth individual who has a big investment portfolio or if you’re just getting started building assets inside of your employer’s plan, make sure that you’ve got the right balance. … Be mindful of the fact that the markets don’t just go up, the markets also go down.”

Read the full article.

 


 

Silicon Valley Business Journal

Helen A. Dietz featured in the Silicon Valley Business Journal

Earlier this year Helen A. Dietz, director of wealth management and principal, was profiled by the Silicon Valley Business Journal on her work with San Jose’s Notre Dame High School and other nonprofits. This made her a perfect fit for the paper’s December piece, “Get to know 51 Silicon Valley executives who have made a mark in 2017.”

Helen’s “Words of Wisdom” were printed in the Book of Lists’ cover.

“Trust yourself, be true to who you are, show up and follow up. This will keep you standing when the wind is blowing at you – soon you will find it at your back, and it will become easier.”

Read the original profile (paywall).

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