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Investment Management
First Quarter 2020 Insight-Part 1
The COVID-19 pandemic has dramatically changed the global market landscape. We assess the size of the growing economic hole and the potential ability of government…More
Investment Management
The Market Cycle and the Business Cycle: A Layman’s Guide
Market cycles and business cycles generally run in tandem. But as investors get wary about future economic growth, the magnitude of resulting stock price declines…More
Investment Management
Third Quarter 2019 Insight
Like the ocean's rip currents, the financial markets have a similar force of nature. Learn how globalization, along with monetary and fiscal policies, have acted…More
Investment Management
Second Quarter 2019 Insight–Part III
As we near the limits of monetary and fiscal policy, learn why the galvanizing political divides among voters make remedying a potential economic downturn through…More
Investment Management
Second Quarter 2019 Insight–Part II
The Fed is running out of room to lower interest rates, and the U.S. Treasury may be maxing out the country’s national debt capacity. Understand…More
Investment Management
Second Quarter 2019 Insight-Part I
Our economic foundation requires the right mix of financial liquidity and debt capacity to build a sturdy capital base and strong financial markets. In Part…More
Investment Management
First Quarter 2019 Insight
When it comes to stitching the seam between the financial markets and the real economy, our federal government appears to be running out of thread.…More
Investment Management
The Benefits of Adding Diversifiers to a Portfolio
Stocks and bonds have been the primary asset classes used to manage risk in a portfolio. But frequently, they trade in tandem, driving up volatility.…More
Investment Management
Understanding Risk and Volatility
“Volatility” is the buzzword in the financial media these days. But what does it really mean and how does it impact your investments? Aspiriant investment…More
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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
