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Wealth Planning
Why Women Often Must Plan for Two Retirements
Why women often need to plan for both a shared and solo retirement — and how to prepare for a confident financial future.
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Investment Management
Investing Through a Government Shutdown
Markets remain steady as the government shutdown continues, underscoring portfolio resilience amid ongoing fiscal gridlock.More
Investment Management
Nearly One Million Fewer Jobs: Why Recent Revisions Matter
Job revisions and a Fed rate cut highlight risks and opportunities for portfolios. Learn what matters most for investors.More
Investment Management
What the Fed’s Next Move Could Mean for Your Portfolio
Fed hints a September rate cut after Jackson Hole. Markets rallied, but late-August volatility shows risks remain.More
Investment Management
Third Quarter 2025 Insight
Q3 2025 Insight: Our IS&R team examines dollar weakness, trade realignment, competitive positioning and portfolio implications.More
Investment Management
Trade Negotiations Fuel Upward Momentum
Trade deals, earnings beats and Fed policy updates shaped a surprisingly strong summer rally. See what’s driving market momentum.More
Wealth Planning
What the One Big Beautiful Bill Act (OBBBA) Means for You
New tax rules under the OBBBA could impact your finances, from deductions to business planning. Here’s what to know & consider.More
Wealth Planning
What Do Financial Advisor Designations Mean?
What do financial advisor credentials like CFP and CFA really mean? Learn how fiduciary designations shape your financial journey.More
Wealth Planning
How to Talk to Your Daughter About Money & Build Financial Confidence
How honest, everyday conversations about money can help empower daughters financially and pass on values across generations.More
Inside Aspiriant
Aspiriant’s Multi-Family Office Wins Family Wealth Report Award
Aspiriant’s Exclusive Family Office wins Family Wealth Report Award, reflecting our client-first approach and multigenerational service model.More
Wealth Planning
What is a Tender Offer & Should You Sell?
Learn how tender offers work and what to consider before deciding whether to sell your private company shares.More
Wealth Planning
Living Beyond Borders: Navigating Life as a U.S. Citizen Abroad
More Americans are thinking globally. Learn what dual citizenship, second passports, and cross-border planning mean for your financial life.More
Inside Aspiriant
Aspiriant’s 2025 Partners & Our 100% Employee-Owned RIA Model
Six Aspiriant professionals join the partnership, reinforcing our commitment to people-first ownership and independent wealth management.More
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Meet the Authors
Tom Tracy
Former Partner of Aspiriant
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Chase Arima
Research Analyst in Investment Strategy & Research
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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John Allen
Chief Investment Officer, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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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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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
