Fathom Archive - Aspiriant: A Leading Independent Wealth Management Firm

Wealth PlanningApril 8, 2021

What’s New in the Rescue Plan

In addition to providing larger stimulus checks to many people, the American Rescue Plan gives a big boost to families through Recovery Rebate qualifications and tax credits. It also provides further relief for the unemployed and those with discharged student debt. more >

Investment ManagementApril 5, 2021

What’s the Difference Between Value and Valuation-Based Investing?

By Corey Mader
Manager in Wealth Management, Partner

We recommend a diversified, valuation-based approach to investing. And right now, we favor value stocks. Understand what these terms mean in order to build a balanced portfolio. more >

Wealth PlanningMarch 30, 2021

When Is Enough Really Enough?

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

Determining how much is enough to retire involves honest soul-searching, some visioning and then math. Here are three steps to help you figure out not just the quantity of assets you need, but the quality of life you envision. more >

Wealth PlanningMarch 23, 2021

Transferring Real Property: How to Avoid an Unexpected Tax Hike in California

By Dawn Baca
Senior Associate in Strategic Planning

Before you transfer real estate ownership in a California, be aware of what you can do … and how to do it right. Find out how Proposition 19 changed some of the property tax laws. more >

Inside AspiriantMarch 5, 2021

Forbes Names 10 Aspiriant Advisors Best-in-State

By Aspiriant News
Leading Independent Wealth Management Firm

This year, Forbes recognized a record number of 10 Aspiriant partners for the exceptional financial guidance we provide clients around the country. See who made the list. more >

Wealth PlanningFebruary 26, 2021

Working in a Different State? Know Your Tax Liability

By Raymond Edwards
National Technical Tax Director, Partner

Have you been working in a state other than where you live during the pandemic? Then you may have to file income taxes in multiple states. Find out why and how it could affect you. more >

Fun MoneyFebruary 11, 2021

Making a Brilliant Jewelry Purchase

By Aspiriant News
Leading Independent Wealth Management Firm

Jewelry is often given for special occasions and holidays, like Valentine’s Day. How do you make sure your money is well spent when buying luxury bling? Read some expert tips. more >

Wealth PlanningJanuary 28, 2021

Get a Fresh Start on Your Finances

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant wealth managers offer a dozen tips on budgeting, taxes, saving, spending, managing income, protecting your assets and more to help you start the new year off right with your money. more >

Wealth PlanningJanuary 25, 2021

Highlights of the Latest COVID-19 Legislation

By Tom Tracy
Chief Client Officer, Partner

The latest economic stimulus legislation goes beyond extending some coronavirus-related financial relief measures. It adds other tax benefits for those impacted by natural disasters and more. more >

Inside AspiriantJanuary 14, 2021

Family Wealth Report Gives Aspiriant 3 Nods

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant is named a finalist by the highly regarded industry trade publication for its Exclusive Family Office service, blog and marketing efforts. more >

Wealth PlanningDecember 23, 2020

Choosing the Best Way to Give

By Angie Grainger
Director in Wealth Management

When you’re ready to start a long-term giving program, choosing the right philanthropic vehicle can feel challenging. Here’s how a family office team can walk you through the steps to leaving an impactful legacy. more >

Inside AspiriantDecember 11, 2020

Connecting With Communities

By Aspiriant News
Leading Independent Wealth Management Firm

The coronavirus dramatically increased hardships that many people face throughout our communities. Aspiriant employees were glad to pitch in and help their neighbors for our annual Day of Giving. Read some of their stories. more >

Wealth PlanningDecember 4, 2020

How to Know When You’ve Outgrown Your Financial Advisor

By Lisa Colletti
Managing Director in Planning Strategy & Research, Partner

If you’ve been working with a financial plan and building your wealth over the years, there may come a time when you’ll need a higher level of advisory service. See what that may look like. more >