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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.
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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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Investment Spotlight: Factors to Watch in 2022
Inflation and its impact on corporate earnings and valuations will continue to affect the market and economy. See what this could mean for fiscal and…More
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In the News: Strategies to Hedge Against Inflation, Overpriced Stocks
Aspiriant partners talk with reporters about current risks in the markets and how investors should diversify their portfolios to protect against expected volatility.More
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Back to School: Financial Literacy 201
If you’d like to take your financial knowledge to the next level and help your kids understand money, then try reading one of these five…More
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In the News: Inflation, Philanthropy, More
Three Aspiriant advisors appeared in the financial news recently. See their thoughts on Federal Reserve actions, concerns about a stock market reversal, and how people…More
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In the News: Market and Economic Perspectives
Five Aspiriant partners have been featured in major financial news media. See what they have to say about the markets, marriages and more.More
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Working in a Different State? Know Your Tax Liability
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…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
