Fathom Archive - Aspiriant The Leading Independent Wealth Management Firm

Wealth PlanningApril 11, 2019

Diversify Outside Your Family Business

A private business is often a family’s largest single asset, leading to additional risks that concentrated wealth brings. Learn about four diversification strategies to sustain your wealth regardless of the company’s success. more >

Wealth PlanningApril 17, 2019

The True Meaning of Financial Freedom

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

Having the power to make your own financial decisions, without being manipulated or victimized by another, is key to independence. Find out three ways education can help end financial abuse. more >

Investment ManagementApril 4, 2019

The Benefits of Diversifiers

By Rohit Mansukhani
Associate in Wealth Management

Stocks and bonds have been the primary asset classes used to manage risk in a portfolio. But frequently, they trade in tandem, driving up volatility. Find out how diversifiers can help smooth out returns. more >

Inside AspiriantMarch 26, 2019

Linda Kitchens Is Breaking Barriers

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant’s Linda Kitchens was a finalist for the “Women Breaking Barriers” award in San Diego, presented by Connected Women of Influence. more >

Inside AspiriantMarch 5, 2019

Aspiriant Named a Top 10 L.A. Advisor

By Aspiriant News
Leading Independent Wealth Management Firm

An independent business research firm gave Aspiriant’s L.A. office high ranking for our Family Office and Investing & Wealth Planning services. more >

Inside AspiriantFebruary 28, 2019

Aspiriant Partners Among Best in State

By Aspiriant News
Leading Independent Wealth Management Firm

Forbes and Shook Research recognized four Aspiriant partners as standouts in the wealth advisory industry. more >

Wealth PlanningFebruary 22, 2019

Mapping a Path to College Admission

By Jordan Overby
Manager in Wealth Management

Getting into college isn’t as easy as it used to be. We spoke with a private college counselor for tips on how to navigate the tough terrain of the admissions process and financing. more >

Investment ManagementFebruary 14, 2019

Understanding Risk and Volatility

By Ryan T. Nelson
Manager in Investment Advisory

“Volatility” is the buzzword in the financial media these days. But what does it really mean and how does it impact your investments? Aspiriant investment managers explain what volatility is and how to reduce risk in your portfolio. more >

Inside AspiriantFebruary 1, 2019

Recognized for Family Office, Women in Wealth Management

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant has been shortlisted by the Family Wealth Report Awards for our family office services and commitment to the advancement of women in wealth management. more >

Wealth PlanningJanuary 16, 2019

Big Disasters Leading to Higher Insurance Rates

By Lani Kapur
Director in Wealth Management, Partner

Catastrophic wildfires and hurricanes are leading to higher property insurance bills. Learn why and what you can do to keep costs down while maintaining good coverage for your exclusive home. more >

Wealth PlanningJanuary 9, 2019

New Year Resolution: Talk About Money

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

This year, why not set a resolution that will have lasting benefits? Sandi Bragar offers tips on how to find your money mojo through conversation. more >

Inside AspiriantDecember 14, 2018

Celebrating the Holidays

By Aspiriant News
Leading Independent Wealth Management Firm

The holidays are a time to cherish those you care about most by celebrating traditions. Find out how Aspiriant employees enjoy the season each year. more >

Wealth PlanningDecember 6, 2018

Guide to Renting vs. Buying

By Matthew Sharp
Associate in Wealth Management

Today’s young professionals are giving greater thought before deciding to invest in a home. Learn about current homeownership trends among millennials, as well as the pros and cons of renting and buying. more >