fathom - Investment Management & Wealth Planning Advice

Wealth PlanningSeptember 15, 2022

Managing Lock-Up Periods

During volatile markets, managing equity compensation during a lock-up period can be particularly stressful. The key is to plan ahead. Read some tips to managing your options during calm and crazy markets. more >

Insight, Investment ManagementAugust 26, 2022

Third Quarter 2022 Insight

By John Allen
Chief Investment Officer, Partner

Frothy markets driven by globalization, easy monetary policies and a wave of capital during the pandemic have shifted to real risks of a recession or stagflation as that capital dries up and the Federal Reserve faces tough choices to tame inflation. more >

Investment ManagementAugust 26, 2022

Nationalization: The Tidal Power Surge

By John Allen
Chief Investment Officer, Partner

Globalization, and its deflationary effects, are receding as global trading alliances grow. Find out what that could mean for investors. more >

Wealth PlanningAugust 10, 2022

12 Long-Term Financial Planning Questions

By Aspiriant News
Leading Independent Wealth Management Firm

When we talk to clients about their money, certain questions pop up again and again. Find out what we generally say, depending on each client’s personal situation. more >

Wealth PlanningJuly 22, 2022

Aging Wisely: Stay put or move on?

By Matthew Sharp
Manager in Wealth Management

We all need to plan for where we’ll live and who will help take care for us in our later years. But there’s a lot to consider when making decisions. Learn about the pros and cons of different senior housing options. more >

Investment ManagementJuly 15, 2022

Investment Spotlight: From Inflation to Recession Concerns

By Phil J. Kastenholz
Director in Investment Strategy & Research, Partner

As the Federal Reserve tries to rein in inflation with rate increases, talk of an impending recession has increased. See how that impacts home buyers, commodity prices and corporate earnings. more >

Investment ManagementJune 16, 2022

Market Perspective: Managing Recession Fears

By Phil J. Kastenholz
Director in Investment Strategy & Research, Partner

Market volatility continues to fray investor nerves. Read how you can avoid emotional investing with diversified portfolios that may help you brace for a potential recession. more >

Wealth PlanningJune 9, 2022

Life After Your Family Business

By Mary Ellen Krueger
Director in Wealth Management, Partner

Have you envisioned what your life will look like after you’ve transitioned from the family business? The emotional side needs succession planning too. more >

Wealth PlanningJune 3, 2022

Series I Bonds: A Bright Side of Higher Interest Rates

By Michael Weissman
Director in Wealth Management, Partner

During these days of rising inflation and interest rates, federal Series I bonds are a good savings option. Learn what they are and how they can hedge against inflation. more >

Inside AspiriantMay 27, 2022

7 Aspiriant Leaders Become Partners

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant selects seven employees serving in a wide range of critical roles to help sustain our long-term commitment to clients. Find out who they are. more >

Insight, Investment ManagementMay 23, 2022

Second Quarter 2022 Insight

By John Allen
Chief Investment Officer, Partner

While today's economic, market and geopolitical environments are fraught with risk, we see opportunity for skilled investors to take the spotlight. Learn about the monetary policy tightrope, the Inflation Spiral, and the benefits of bonds and diversifiers. more >

Wealth PlanningMay 16, 2022

Financial Wellness for Women: A 7-Step Guide

By Natalie Morrella
Director in Wealth Management, Partner

It’s important that women feel confident and capable of making the financial decisions for their own, as well as their family’s, financial well-being. Find out how to get started. more >

Inside AspiriantMay 3, 2022

Aspiriant CEO Makes Forbes Best-in-State List

By Aspiriant News
Leading Independent Wealth Management Firm

CEO Rob Francais and 10 other Aspiriant partners are considered to be some of the top wealth advisors in the country. See what sets them apart from the crowd. more >