Wealth PlanningDecember 6, 2022

Healthcare Options in Retirement

In this article, we discuss the healthcare options available to you in retirement, specifically if you are not yet eligible for Medicare. While costs may be rising, there are options available for you to consider, based on your personal situation. more >
Wealth PlanningNovember 22, 2022
Year-End Tax Planning - Aspiriant Wealth Management

Year-End Tax Considerations

By Christopher Murray
Practice Leader in Tax Services, Partner

For many investors, 2022 has been a year to forget. But there could be an upside to the downturn, particularly if you’re looking to reduce your tax burden. As year-end approaches, there are several tax-planning considerations to take into account. more >
Investment ManagementOctober 29, 2022
Market Perspective: The Future for Bonds is Looking Up - Aspiriant Wealth Management

Market Perspective: The Future for Bonds

By David Grecsek
Managing Director in Investment Strategy & Research, Partner

Bond investors are generally willing to forego higher returns and expect to receive lower, steadier returns with smaller losses. Over the past year, this expectation has been shattered as bonds endured one of their worst periods in history. more >
Inside AspiriantOctober 10, 2022
Aspiriant Ranked on Barron’s 2022 Top Wealth Management Firms List

Aspiriant Ranked on Barron’s List

By Aspiriant News
Leading Independent Wealth Management Firm

Our ranking as a top-rated independent wealth management firm reflects our deep commitment to independence through our ownership model, serving clients with distinction and our diversity, inclusion and belonging initiatives. more >
Wealth PlanningSeptember 15, 2022
Managing Lock-Up Periods During Volatile Markets

Managing Lock-Up Periods

By Lorraine Fox
Director in Wealth Management, Partner

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
Aspiriant-Third Quarter 2022 Insight

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 >