In this market perspective, we discuss our policy and investment outlook. We outline the environment leading up to a potential recession and what may be next. more >
In this article, we discuss the healthcare options available to you in retirement, specifically if you are not yet eligible for Medicare. While costs may be rising, there are options available for you to consider, based on your personal situation. more >
For many investors, 2022 has been a year to forget. But there could be an upside to the downturn, particularly if you’re looking to reduce your tax burden. As year-end approaches, there are several tax-planning considerations to take into account. more >
By David Grecsek Managing Director in Investment Strategy & Research, Partner
Bond investors are generally willing to forego higher returns and expect to receive lower, steadier returns with smaller losses. Over the past year, this expectation has been shattered as bonds endured one of their worst periods in history. more >
By Aspiriant News Leading Independent Wealth Management Firm
Our ranking as a top-rated independent wealth management firm reflects our deep commitment to independence through our ownership model, serving clients with distinction and our diversity, inclusion and belonging initiatives. more >
As the Federal Reserve continues raising rates, recession fears have resurfaced and triggered equities to resume the selloff that began earlier this year. more >
By Lorraine Fox Director in Wealth Management, Partner
During volatile markets, managing equity compensation during a lock-up period can be particularly stressful. The key is to plan ahead. Read some tips to managing your options during calm and crazy markets. more >
Frothy markets driven by globalization, easy monetary policies and a wave of capital during the pandemic have shifted to real risks of a recession or stagflation as that capital dries up and the Federal Reserve faces tough choices to tame inflation. more >
By Aspiriant News Leading Independent Wealth Management Firm
When we talk to clients about their money, certain questions pop up again and again. Find out what we generally say, depending on each client’s personal situation. more >
We all need to plan for where we’ll live and who will help take care for us in our later years. But there’s a lot to consider when making decisions. Learn about the pros and cons of different senior housing options. more >
By Phil J. Kastenholz Director in Investment Strategy & Research, Partner
As the Federal Reserve tries to rein in inflation with rate increases, talk of an impending recession has increased. See how that impacts home buyers, commodity prices and corporate earnings. more >