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How Does Aspiriant Celebrate the Holidays?
The holidays are a time to cherish those you care about most by celebrating traditions. Find out how Aspiriant employees enjoy the season each year.More
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A Young Professional’s Guide to Renting vs. Buying
Today’s young professionals are giving greater thought before deciding to invest in a home. Learn about current homeownership trends among millennials, as well as the…More
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Caring for the Well-Being of Our Communities
Caring about the communities we live and work in is a natural extension of what we do for clients. See how Aspiriant employees nationwide gave…More
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Rising Rates Make Cash More Interesting
With extremely low interest rates, investors were told for a long time to hold as little cash in money market accounts as possible. But as…More
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Financial Times Names Aspiriant a Top Advisor
Aspiriant is honored to make the Financial Times Top Financial Advisors list once again.More
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Get Your Financial Planning Docs in Order
Spring cleaning your home office may seem overwhelming. It’s easier if you start by organizing these five essential financial documents that help your advisors and…More
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Helen A. Dietz Named an Influential Businesswoman in Silicon Valley
Aspiriant wealth manager Helen A. Dietz makes the 2018 Silicon Valley Women of Influence list for her leadership in financial advisory and philanthropy.More
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Meet Paul Nikolai
Paul Nikolai learned from his family at a young age about the importance of sound, reliable financial advice. Find out what his guiding principal is…More
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How Do You Know Your Advisor Cares?
There are thousands of wealth managers to choose from. Whether times are good or bad, it’s important to have a trusted financial partner who cares…More
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Aspiriant Named a Top 10 L.A. Advisor
An independent business research firm gave Aspiriant’s L.A. office high ranking for our Family Office and Investing & Wealth Planning services.More
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Is the Current Mild Market the New Normal?
Last year was record-breaking for its low volatility, helping investors to see strong returns. While the economic expansion could continue, find out why a market…More
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Market Perspective: What to Expect from the New Tax Legislation
The president has signed the Tax Cuts and Jobs Act. What does that mean for the economy? Managing Director Marc Castellani of our Investment Strategy…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
