InsightApril 20, 2018

First Quarter 2018 Insight

By John Allen
Chief Investment Officer, Principal

Our Investment Strategy & Research team continues its comparison of investing to gambling, both of which combine chance with skill. Learn how to recognize when you have “limited outs” and minimize risk-taking in your portfolio before you “draw dead.” more >
February 23, 2018

Fourth Quarter 2017 Insight

By John Allen
Chief Investment Officer, Principal

It may seem like investing is akin to gambling. Although luck certainly plays a role when it comes to investing, we believe skill determines long-term performance. Learn how we interpret what the market “tells” us and what it might mean for investing. more >
January 2, 2018
Tax planning

Market Perspective: New Tax Legislation

By Marc Castellani
Managing Director in Investment Strategy & Research, Principal

The president has signed the Tax Cuts and Jobs Act. What does that mean for the economy? Managing Director Marc Castellani of our Investment Strategy & Research group details our views on the tax reform's potential effects. more >
November 3, 2017

Foundational Elements: Focus on Fair Value

By John Allen
Chief Investment Officer, Principal

We advise investors to focus on the fair value of an investment while avoiding market noise. In our new Foundational Elements series, the story of Warren Buffett's purchase of a farm is a good example. more >
October 24, 2017

Third Quarter 2017 Insight

By John Allen
Chief Investment Officer, Principal

The U.S. stock market continued to fly high in the third quarter. However, similar to 1999, the current market value of the S&P 500 appears to have far outpaced its fair value. As a result, we believe U.S. equities have become less attractive and are priced to generate low returns going forward. more >
July 31, 2017
Aspiriant Second Quarter Insight Banner

Second Quarter 2017 Insight

By John Allen
Chief Investment Officer, Principal

The long-term growth rate of the U.S. economy charts the flight path of equity values. Our newest Insight highlights the factors, or the fuel, affecting economic growth. more >
April 18, 2017
ASpiriant's Investment Strategy

First Quarter 2017 Insight

By John Allen
Chief Investment Officer, Principal

Like coaches, portfolio managers must have a well-conceived game plan. Aspiriant’s game plan is grounded upon one basic investment concept: return on investment. At a time when we don’t see many good investment opportunities, taking a defensive posture appears to be the best overall strategy. more >
December 1, 2014

Preparing for Stormy Seas
Dec. 2014

By John Allen
Chief Investment Officer, Principal

The last 5 ½ years have been an extraordinary time to be an investor. Rebounding off of lows in early 2009, global equity markets have delivered very strong returns… more >
December 1, 2014

Capital Market Expectation
Dec. 2014

By John Allen
Chief Investment Officer, Principal

Aspiriant’s investment team constantly performs research, creates tools and implements processes in an ongoing effort to improve our investment platform. more >
August 1, 2014

Second Quarter Market Perspective
Aug. 2014

By John Allen
Chief Investment Officer, Principal

After taking a breather in first quarter, financial markets resumed their torrid pace during the second quarter of 2014 with prices for all financial assets moving broadly higher. more >
October 1, 2013

Third Quarter Market Perspective
Oct. 2013

By David Grecsek
Managing Director - Investment Strategy & Research, Principal

Over the last three months, the Eurozone economy edged out of its recession, the Federal Reserve slowed down its plans for tapering its economic support, and US economic growth continued... more >
April 1, 2013

First Quarter Market Perspective
April 2013

By Aspiriant News

Amid improved expectations for economic growth and employment, global equity markets continued to rally, with U.S. markets outperforming the rest of the world in Q1 of 2013. more >
March 1, 2013

Looking Back, Looking Forward

By Aspiriant News

Market-based interest rates have floated upward despite continued guidance that policy-based interest rates will remain steady for several years. more >