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Investment Management
Fourth Quarter 2025 Insight
Q4 2025 Insight: Our IS&R team examines AI-driven market dynamics, rare earth supply and economic resilience heading into 2026.
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Investment Management
Investing Through a Government Shutdown
Markets remain steady as the government shutdown continues, underscoring portfolio resilience amid ongoing fiscal gridlock.More
Investment Management
Nearly One Million Fewer Jobs: Why Recent Revisions Matter
Job revisions and a Fed rate cut highlight risks and opportunities for portfolios. Learn what matters most for investors.More
Investment Management
What the Fed’s Next Move Could Mean for Your Portfolio
Fed hints a September rate cut after Jackson Hole. Markets rallied, but late-August volatility shows risks remain.More
Investment Management
Third Quarter 2025 Insight
Q3 2025 Insight: Our IS&R team examines dollar weakness, trade realignment, competitive positioning and portfolio implications.More
Investment Management
Trade Negotiations Fuel Upward Momentum
Trade deals, earnings beats and Fed policy updates shaped a surprisingly strong summer rally. See what’s driving market momentum.More
Investment Management
Second Quarter 2025 Insight
Q2 2025 Insight: Aspiriant’s IS&R team explores trade shifts, policy risks & portfolio positioning strategies.More
Investment Management
Navigating Policy Turbulence: A Balanced Approach to Uncertainty
Navigating market volatility and fiscal policy shifts with smart investment strategies, economic trends and diversification.More
Investment Management
First Quarter 2025 Insight
Q1 2025 Insight: Aspiriant's IS&R team explores economic trends, AI’s market impact, and factors influencing portfolio diversification.More
Investment Management
Potential Post-Election Policy Shifts: Understanding the Implications
Post-election insights explore tax, trade and regulatory shifts that could influence economic growth, inflation and financial planning.More
Investment Management
Fourth Quarter 2024 Insight
Our Q4 2024 Investment Insights highlights key economic trends, inflation shifts and strategic portfolio guidance for resilient growth.More
Investment Management
Third Quarter 2024 Insight
Explore key insights from Q3 2024, focusing on inflation trends, household wealth disparities and strategic portfolio considerations.More
Investment Management
Second Quarter 2024 Insight
Our Q2 2024 Insight offers analysis on market trends and investment strategies, helping guide investors through complex financial landscapesMore
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
