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How to Talk to Your Daughter About Money & Build Financial Confidence
How honest, everyday conversations about money can help empower daughters financially and pass on values across generations.
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Aspiriant’s Multi-Family Office Wins Family Wealth Report Award
Aspiriant’s Exclusive Family Office wins Family Wealth Report Award, reflecting our client-first approach and multigenerational service model.More
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What is a Tender Offer & Should You Sell?
Learn how tender offers work and what to consider before deciding whether to sell your private company shares.More
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Deferred Compensation: How High Earners Can Reduce Taxes
Discover how deferred compensation plans can help high earners like executives and entrepreneurs reduce taxes and build financial flexibility.More
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Celebrating “Money Tales”: Inspiring Financial Conversations
We don't like to talk about money—but we should. Our podcast sparks candid conversations through stories of life, relationships and finances.More
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Aspiriant Presents: The New Partner Class 2023
Eight employees become new partners of Aspiriant. This new class represents client service, the investment team, and leadership.More
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First Quarter 2023 Insight
The story for 2023 will shift from inflation and center on economic growth and its impacts on corporate profits and unemployment.More
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Fourth Quarter 2022 Insight
Skilled investing, like good driving, means proceeding along one’s journey at a reasonable and safe pace, using sound decision making.More
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Market Perspective: Volatile Times
As the Federal Reserve continues raising rates, recession fears have resurfaced and triggered equities to resume the selloff that began earlier this year.More
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Nationalization: The Tidal Power Surge
Globalization, and its deflationary effects, are receding as global trading alliances grow. Find out what that could mean for investors.More
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Third Quarter 2022 Insight
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…More
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Investment Spotlight: What Happened to My Bonds?
Thanks to sticky inflation and a rising-rate environment, U.S. bonds had their worst quarterly performance in over 40 years. But higher yields can also help…More
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Market Perspective: The Ukrainian Conflict
The Russian invasion of Ukraine is alarming on multiple fronts. Understand the immediate implications for the economy, the financial markets and your investments. Also find…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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Chase Arima
Research Analyst in Investment Strategy & Research
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Tom Tracy
Former Partner of Aspiriant
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Sandra Conners
Former Partner of Aspiriant
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
