Fathom Archive - Aspiriant The Leading Independent Wealth Management Firm

Wealth PlanningSeptember 24, 2020

The Election and Estate Planning

A change in the presidential administration may result in higher taxes for estates, property transferred at death and capital gains. Learn why it’s important to review your estate plan now, not after the election. more >

Inside AspiriantOctober 21, 2020

Aspiriant among Barron’s best RIAs in 2020

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant makes Barron’s top financial advisors list, which now measures firms for their diversity, succession planning and technological advances. more >

Wealth PlanningOctober 8, 2020

What to do about potential California property tax changes

By Kelly Cruz
Director in Strategic Planning, Partner

Two ballot measures would make some of the most sweeping changes to California property tax law in 42 years, if passed. Find out how they may affect property owners and what you can do to plan ahead. more >

Wealth PlanningOctober 1, 2020

6 Financial Tips for (F)Unemployment

By Nick Ruzette
Senior Associate in Wealth Management

Unemployment can be a stressful time. But it’s much easier if you plan ahead. Learn what you need to do to take care of yourself financially while you move on to bigger and better things. more >

Inside AspiriantSeptember 29, 2020

Aspiriant CEO Featured on Podcast

By Aspiriant News
Leading Independent Wealth Management Firm

Rob Francais discussed the challenges and opportunities of managing a wealth advisory firm during the coronavirus pandemic as the featured guest of a Barron’s The Way Forward podcast. more >

Wealth PlanningSeptember 17, 2020

Goals-Based Investing for Women

By Linda Kitchens
Director in Wealth Management, Partner

A goals-based approach to wealth management considers where you currently are in your financial journey and where you ultimately want to go. Discover the four simple steps to getting there. more >

Wealth PlanningSeptember 4, 2020

A 5-Step Guide to Layered Savings

By Jason Shemtob
Manager in Wealth Management

If you’re on a clear road for professional success, it’s essential that you begin planning for financial success. Find out how to set up a layered savings strategy and download our checklist to get started. more >

Wealth PlanningAugust 12, 2020

5 Steps for Divorce Planning

By Sandra Conners
Director in Wealth Management, Partner

No matter what stage your marriage is in, it's important to understand your personal financial situation. If it’s starting to look like the marriage is ending, thinking ahead and taking essential steps early can empower you to exit a divorce financially empowered. more >

Inside AspiriantJuly 28, 2020

Forbes Recognizes Aspiriant’s Next-Gen Partners

By Aspiriant News
Leading Independent Wealth Management Firm

Two Aspiriant advisors joined the list of the wealth management industry’s top up-and-coming advisory talent. It’s the fourth year in a row that Forbes has honored Aspiriant’s millennial leaders. more >

Wealth PlanningJuly 17, 2020

Your Role as Future Family Business Leader

By Nathan S. Kublank
Director in Wealth Management, Partner

Taking actionable steps now to cultivate your leadership skills will ensure you become the leader who helps your family business beat the odds and continue to thrive long into the future. more >

Inside AspiriantJuly 2, 2020

Aspiriant's Story

By Rob Francais
Chief Executive Officer, Partner

Aspiriant was created in 2008 to fill a wealth management void for individuals and families with growing wealth. Since then, we’ve followed a methodical growth strategy that can provide clarity and peace of mind to clients for generations. more >

Wealth PlanningJune 25, 2020

7 Principles of Wealth Management

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

Having a solid foundation of wealth management knowledge and a clear vision of what you’d like to achieve can help keep you on the path to financial success during COVID-19. more >

Wealth PlanningJune 17, 2020

What the Pandemic Has Done to Loans

By Lydia Walz
Associate in Wealth Management

Interest rates are at an all-time low as the economy slumps during the pandemic. Find out what this means for your mortgage and loans to family and friends. more >