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Investment Management
Second Quarter 2025 Insight
Q2 2025 Insight: Aspiriant’s IS&R team explores trade shifts, policy risks & portfolio positioning strategies.
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Investment Management
Navigating Policy Turbulence: A Balanced Approach to Uncertainty
Navigating market volatility and fiscal policy shifts with smart investment strategies, economic trends and diversification.More
Investment Management
First Quarter 2025 Insight
Q1 2025 Insight: Aspiriant's IS&R team explores economic trends, AI’s market impact, and factors influencing portfolio diversification.More
Investment Management
Potential Post-Election Policy Shifts: Understanding the Implications
Post-election insights explore tax, trade and regulatory shifts that could influence economic growth, inflation and financial planning.More
Investment Management
Fourth Quarter 2024 Insight
Our Q4 2024 Investment Insights highlights key economic trends, inflation shifts and strategic portfolio guidance for resilient growth.More
Investment Management
Third Quarter 2024 Insight
Explore key insights from Q3 2024, focusing on inflation trends, household wealth disparities and strategic portfolio considerations.More
Investment Management
Second Quarter 2024 Insight
Our Q2 2024 Insight offers analysis on market trends and investment strategies, helping guide investors through complex financial landscapesMore
Investment Management
First Quarter 2024 Insight
Aspiriant’s IS&R team dives into 2024 by highlighting the evolving dynamics of financial markets for investors. More
Investment Management
Fourth Quarter 2023 Insight
In the Fourth Quarter 2023 Insight, the investment team discusses the economy and markets.More
Investment Management
Market Perspective: Conflict in the Gaza Strip
We focus on the geopolitical risks stemming from the conflict in Gaza and the impacts on the global economy and financial markets. More
Investment Management
Third Quarter 2023 Insight
Government responses to COVID-19 and its after-effects have been enormous. Given the magnitude of these actions and responses, it's hard to...More
Investment Management
Second Quarter 2023 Insight
We discuss the Fed’s challenges, inflation, as well portfolio management strategies during times of shifting economic and market conditions.More
Investment Management
Market Perspective: Regional Bank Update
Our team summarizes the recent bank failures and offers a perspective on the current state and a potential hurdle for regional banks.More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Tom Tracy
Former Partner of Aspiriant
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Sandra Conners
Former Partner of Aspiriant
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
