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Wealth PlanningSeptember 8, 2021

8 Tips to Avoid Household Employee Pitfalls

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 >

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. Read their thoughts on Federal Reserve actions, concerns about a stock market reversal, and how people manage their investments during a divorce. 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 >

Inside AspiriantAugust 4, 2021

In the News: Market and Economic Perspectives

By Aspiriant News
Leading Independent Wealth Management Firm

Five Aspiriant partners have been featured in major financial news media. See what they have to say about the markets, marriages and more. more >

Investment ManagementJuly 23, 2021

Tap Illiquid Markets with Closed-End Funds

By Laura Boucher
Manager in Aspiriant Funds

Closed-end funds have grown in popularity with investors because they offer alternative investment options in an overheated market. Learn about publicly traded, interval and tender offer closed-end funds. more >

Wealth PlanningJuly 20, 2021

The Tax Benefits of Charitable Giving

By Ginny King
Director in Wealth Management, Partner

There are many ways to support the causes we care about most, beyond simply giving our wealth. Learn about tax benefits and strategies to make the most of your philanthropy. more >

Wealth PlanningJuly 8, 2021

Key Questions to Keeping a Home in the Family

By Randy Rae
Manager in Investment Advisory

Passing a special home to future generations requires a lot of forethought and planning. Be sure to discuss these questions with your family so it continues to be a happy place for years. more >

Wealth PlanningJune 28, 2021

Know Your Life Options with Stock Options

By Greg Schick
Director in Wealth Management, Partner

Stock options can be a great boon for wealth creation. Understand how stock options work and how they can fit into your greater financial plan. more >

Inside AspiriantJune 21, 2021

Aspiriant CEO Receives Recognition

By Aspiriant News
Leading Independent Wealth Management Firm

WealthManagement.com, a leading trade publication, has selected Rob Francais as a finalist for Chief Executive Officer of the Year for his leadership of our firm and contributions to the success of the financial advisory industry. more >

Wealth PlanningJune 16, 2021

The Great Value of Father/Daughter Chats About Money

By John Collins
Director in Wealth Management, Partner

Fathers play a huge role in raising their daughters to be financially literate and independent. Taking advantage of special moments as they grow up makes the important conversations easy. more >

Wealth PlanningJune 10, 2021

Talking About Money: Where Do I Start?

By Cammie Doder
Chief Marketing Officer, Partner

We encourage people to talk about money with their family and friends to feel more comfortable when making financial decisions. Here are a few ways to get the sometimes tricky conversation started. more >

Wealth PlanningMay 26, 2021

4 Ways to Help Your Kid Become a Homeowner

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

Many parents would like to assist their children with buying a home. Learn about various strategies you can employ to help them literally get their foot through the door. more >