Wealth PlanningApril 2, 2020

CARES Act for Individuals

To help us through the coronavirus pandemic, the federal CARES Act brings financial relief in the areas of retirement savings, charitable contributions, direct payments, student loans, unemployment insurance and more. more >
Wealth PlanningMarch 24, 2020

9 Behavioral Risks to Investing

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

During volatile markets, our emotions and biases can lead us to make unwise decisions that jeopardize a well-thought-out financial plan. Learn about common investing behaviors to avoid and how to stay calm. more >
Wealth PlanningMarch 3, 2020
What about a no nup

You’ve Heard of the Prenup. What About a No-Nup?

By Lydia Walz
Associate in Wealth Management

When living with your significant other, financial matters are unavoidable. Equity, fairness and protecting your own personal interests are important areas to discuss. Learn how a cohabitation agreement can help set clear expectations. more >
Wealth PlanningFebruary 13, 2020
SECURE Act

6 Groups Impacted by the SECURE Act

By Matthew Sharp
Senior Associate in Wealth Management

The SECURE Act brings a lot of changes to the retirement landscape and beyond. Read about the special provisions to find out who benefits and who may pay additional taxes. more >
Inside AspiriantJanuary 31, 2020

John Petrie Joins Forbes List

By Aspiriant News
Leading Independent Wealth Management Firm

Two of our partners in Wisconsin and three in California, including CEO Rob Francais, rank among the top advisors in their service area. more >
Wealth PlanningJanuary 21, 2020

Relationships When Women Inherit Wealth

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

When a woman receives a large inheritance, it can have a big impact on her marriage. A doctoral candidate in clinical psychology who studied these relationship dynamics shares her findings and how couples with wealth can navigate challenges. more >
Inside AspiriantDecember 16, 2019
Mark Petrie

Meet Mark Petrie

By Aspiriant News
Leading Independent Wealth Management Firm

In leading Aspiriant’s San Diego office, Mark brings investment management expertise to our team approach to wealth planning. more >
Inside AspiriantDecember 6, 2019
Linda Kitchens, Director in Wealth Management, Partner

Linda Kitchens Is Breaking Barriers

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant’s Linda Kitchens has been recognized by a couple of business organizations this year for her ground-breaking leadership for women in wealth management. more >