Wealth PlanningAugust 15, 2019

What To Do With RSUs

Registered stock units are a popular way for tech companies and start-ups to compensate employees. Learn how to value them, their tax treatment and the potential consequences of holding too much. more >
Wealth PlanningAugust 1, 2019
How to Avoid the Emotional Investing Trap

How to Escape the Emotional Investing Trap

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

The word “loss” is often used casually and imperfectly in the investment world. But in reality, a limited number of situations actually lead to true investment losses. Here are a few of the most common and ways to avoid them. more >
Wealth PlanningJune 19, 2019
Aspiriant Smart Summer Reading List

Aspiriant’s Smart Summer Reading List

By Aspiriant News
Leading Independent Wealth Management Firm

This summer, read a good book (or listen to a podcast) to discover how money impacts our society, secrets to wealth, or how your emotions play into your financial decisions. Aspiriant advisors offer up 10 top reads. more >
Inside AspiriantMay 28, 2019

Engineer Yourself to Not Get Hacked

By Tom Tracy
Chief Client Officer, Partner

Cybersecurity is not just about the protection of your personal data, it’s about the security of everything important to you. During an Aspiriant event, cybersecurity expert John Sileo explained five critical security threats and how to avoid them. more >
Inside AspiriantMay 21, 2019

Aspiriant CEO Makes LA500 List

By Aspiriant News
Leading Independent Wealth Management Firm

For the second year in a row, Chief Executive Officer Rob Francais was named in the Los Angeles Business Journal's prestigious list of innovators and visionaries. more >
Inside AspiriantMay 17, 2019

Aspiriant Adds 3 New Partners

By Aspiriant News
Leading Independent Wealth Management Firm

The latest members of Aspiriant’s ownership group represent the next generation of leaders and advance the firm’s mission to transform the wealth management industry. Learn about the Class of 2019. more >
Wealth PlanningMay 10, 2019
Mothers Day Money Tips For Kids

Money Tips for Kids

By Aspiriant News
Leading Independent Wealth Management Firm

Children learn best by witnessing people exemplify strong ethics and wise decision-making. That is especially true when it comes to financial management. This Mother’s Day, we asked two Aspiriant wealth managers how they talk to their kids about money. more >