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Wealth PlanningJanuary 12, 2022

Financial Planning for Baby: 4 Tips

A new baby can be overwhelming with all the things you need to do. But financial matters shouldn’t be cast aside. Here are four tips to help save you money and precious time. more >

Wealth PlanningJanuary 21, 2022

A Financial Checklist for Widows

By Talia Pierluissi
Director in Wealth Management, Partner

The death of a partner is a tremendously difficult time. And keeping up with financial affairs can be overwhelming. Find out what you need to do right away and what can wait until later. more >

Investment ManagementDecember 15, 2021

Introduction to Sustainable Investing

By Stephen Kawasaki
Senior Research Analyst, Partner

Sustainable investing is on the rise. But what does it actually mean and how can you prudently invest your values? Learn about three sustainable investible strategies and how this space is evolving. more >

Inside AspiriantDecember 10, 2021

In the News: Strategies to Hedge Against Inflation, Overpriced Stocks

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant partners talk with reporters about current risks in the markets and how investors should diversify their portfolios to protect against expected volatility. more >

Wealth PlanningDecember 3, 2021

10 Year-End Financial Things to Do

By Tom Tracy
Managing Director in Planning Strategy & Research, Partner

As you get ready for a new year, think about what’s changed for you and any new life events you may face in 2022. Then take some of these steps to get your financial house in order. more >

Fun MoneyNovember 5, 2021

How to Decide on Travel Insurance

By Tom Tracy
Managing Director in Planning Strategy & Research, Partner

As you plan your international vacation in a COVID-pandemic world, give some thought to travel insurance. Learn more about which coverages are essential and what you may be able to do without. more >

Wealth PlanningOctober 28, 2021

What to Know When Choosing a Student Loan

By Jordan Overby
Manager in Wealth Management

College is a significant expense for families, and most students need some help paying for it. Understand your financing options and find out what to ask private lenders. more >

Fun MoneyOctober 21, 2021

The Amazing Power of Comic Book Collections

By John Collins
Director in Wealth Management, Partner

Collecting comic books is fun. But if you’re looking at them as an investment, learn what you need to do to take care of them — and how long you might have to wait — to get the best value. more >

Inside AspiriantOctober 14, 2021

Aspiriant Partners Rise as Next-Gen Advisors

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant advisors Ryan Benson and Ryan Nelson climb the ranks among the country’s top 500 wealth advisors under 40, according to Forbes. more >

Wealth PlanningOctober 8, 2021

4 Ways to Transfer Wealth to Children

By Randy Rae
Manager in Investment Advisory

Giving a child a head-start in life requires careful financial planning to achieve both your and the child’s future goals. Here are four common strategies to pass down wealth to children in a meaningful way. more >

Wealth PlanningOctober 1, 2021

Estate Planning 101: Back to Basics

By Lisa Colletti
Managing Director in Exclusive Family Office, Partner

Without an estate plan, your assets will be left to a list of your heirs determined by state law, and the courts will decide who cares for your minor children. Find out what documents you need to assure your end-of-life wishes are met. more >

Wealth PlanningSeptember 28, 2021

Estate Taxes: Gone Today, Here Tomorrow?

By Clay Stevens
Director in Strategic Planning, Partner

The Tax Cut and Jobs Act doubled the amount a taxpayer can transfer without gift, estate or generation-skipping transfer taxes. But that doesn’t mean you should forget about estate planning. See six considerations to discuss with a wealth manager. more >

Wealth PlanningSeptember 22, 2021

Understand Qualified Small Business Stock

By Cliff Loh
Manager in Wealth Management, Partner

QSBS can be a powerful way for small-business shareholders to save on capital gain taxes. But you need to know the rules and risks. Discover wealth planning strategies for your QSBS. more >