Fathom Archive - Aspiriant: A Leading Independent Wealth Management Firm

Wealth PlanningJuly 20, 2021

The Tax Benefits of Charitable Giving

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 >

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 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 >

Inside AspiriantMay 18, 2021

4 New Partners Embrace Aspiriant Spirit

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant’s newest partners embody a spirit of sustainability to serve our clients and lead the company into the future. Meet the Class of 2021. more >

Wealth PlanningMay 7, 2021

Clean Out Your Money Scripts

By Cammie Doder
Chief Marketing Officer, Partner

Money scripts are unconscious beliefs or values you pick up from family, friends and life experiences that drive your attitudes and behaviors. As part of your spring cleaning, get rid of the scripts that aren’t serving you and reorganize your financial future. more >

Fun MoneyMay 3, 2021

Appraising Dad’s Coin Collection

By John Collins
Director in Wealth Management, Partner

When sorting through a loved one’s estate after they die, be sure to factor in the full value of what they left behind — including sentimental value. One of our wealth managers shares a story about appraising his late father’s coin collection. more >

Inside AspiriantApril 23, 2021

5 Aspiriant Women Make Forbes List

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant wealth managers are always ready to help our clients through the challenges in their lives. And after a year like no other, Forbes said five women in our firm stood out among the advisory crowd. more >

Wealth PlanningApril 8, 2021

What’s New in the Rescue Plan

By Tom Tracy
Chief Client Officer, Partner

In addition to providing larger stimulus checks to many people, the American Rescue Plan gives a big boost to families through Recovery Rebate qualifications and tax credits. It also provides further relief for the unemployed and those with discharged student debt. more >