fathom - Investment Management & Wealth Planning Advice

Wealth PlanningOctober 28, 2021

Choosing a Student Loan

College is a significant expense for families, and most students need some help paying for it. Understand your financing options and find out what to ask private lenders. more >

Fun MoneyNovember 5, 2021

How to Decide on Travel Insurance

By Tom Tracy
Chief Client Officer, Partner

As you plan your international vacation in a COVID-pandemic world, give some thought to travel insurance. Learn more about which coverages are essential and what you may be able to do without. more >

Fun MoneyOctober 21, 2021

The Amazing Power of Comic Book Collections

By John Collins
Director in Wealth Management, Partner

Collecting comic books is fun. But if you’re looking at them as an investment, learn what you need to do to take care of them — and how long you might have to wait — to get the best value. more >

Inside AspiriantOctober 14, 2021

Aspiriant Partners Rise as Next-Gen Advisors

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant advisors Ryan Benson and Ryan Nelson climb the ranks among the country’s top 500 wealth advisors under 40, according to Forbes. more >

Wealth PlanningOctober 8, 2021

4 Ways to Transfer Wealth to Children

By Randy Rae
Manager in Investment Advisory

Giving a child a head-start in life requires careful financial planning to achieve both your and the child’s future goals. Here are four common strategies to pass down wealth to children in a meaningful way. more >

Wealth PlanningOctober 1, 2021

Estate Planning 101: Back to Basics

By Lisa Colletti
Managing Director in Exclusive Family Office, Partner

Without an estate plan, your assets will be left to a list of your heirs determined by state law, and the courts will decide who cares for your minor children. Find out what documents you need to assure your end-of-life wishes are met. more >

Wealth PlanningSeptember 28, 2021

Estate Taxes: Gone Today, Here Tomorrow?

By Clay Stevens
Director in Strategic Planning, Partner

The Tax Cut and Jobs Act doubled the amount a taxpayer can transfer without gift, estate or generation-skipping transfer taxes. But that doesn’t mean you should forget about estate planning. See six considerations to discuss with a wealth manager. more >

Wealth PlanningSeptember 22, 2021

Understand Qualified Small Business Stock

By Cliff Loh
Manager in Wealth Management, Partner

QSBS can be a powerful way for small business shareholders to save a bundle in capital gain taxes. But you need to know the rules and risks. Discover wealth planning strategies for your QSBS. more >

Wealth PlanningSeptember 17, 2021

Back to School: Financial Literacy 201

By Aspiriant News
Leading Independent Wealth Management Firm

If you’d like to take your financial knowledge to the next level and help your kids understand money, then try reading one of these five books recommended by Aspiriant wealth managers. more >

Inside AspiriantSeptember 13, 2021

In the News: Inflation, Philanthropy, More

By Aspiriant News
Leading Independent Wealth Management Firm

Three Aspiriant advisors appeared in the financial news recently. See their thoughts on Federal Reserve actions, concerns about a stock market reversal, and how people manage their investments during a divorce. more >

Wealth PlanningSeptember 8, 2021

8 Tips to Avoid Household Employee Pitfalls

By Ginny King
Director in Wealth Management, Partner

As a family’s wealth slowly builds, so can their household staff. We talked to a household staff advisor for best practices to avoid costly management headaches and legal complications. more >

Fun MoneyAugust 17, 2021

3 Keys to Curating a Cool Car Collection

By Randy Rae
Manager in Investment Advisory

Owning a car collection is fun and may be an investment, but it’s also an expense and an asset that should be carefully considered as part of any wealth plan. Find out how an Aspiriant client does it. more >

Wealth PlanningAugust 6, 2021

Considerations When Valuing Estate Assets

By Dominique Tauzin
Director in Strategic Planning

Your collectibles and other valuable assets could have a significant impact on your estate taxes after you pass. Learn how to carefully review and value personal belongings when managing an estate. more >