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Foundational Elements: Speculator or Investor?
Successful investing requires discipline Over the past several years, U.S. equities have been on an absolute tear — generating an annualized return of 13% to…More
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Year-End Planning and Tax Reform
Congress is making headway in passing historic tax reform that would dramatically change tax rates and reduce the number of deductions. Find out how the…More
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Foundational Elements: Focus on Fair Value
We advise investors to focus on the fair value of an investment while avoiding market noise. In our new Foundational Elements series, the story of…More
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Second Quarter 2017 Insight
The long-term growth rate of the U.S. economy charts the flight path of equity values. Our newest Insight highlights the factors, or the fuel, affecting…More
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Meet Linda Kitchens
Sound financial management doesn’t have to be a mystery if you start early. Linda Kitchens shares how she educates young people about money.More
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Extend Retirement Income with a Reverse Mortgage
A reverse mortgage can be a good way to supplement retirement income. Talia Pierluissi explains reverse mortgages and describes strategies to potentially help retirees reduce…More
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Aspiriant and SIG Join Forces
We added an office in Silicon Valley and deepened our expertise with the addition of Stanford Investment Group.More
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Does the Election Mean the End of Estate Taxes?
Even if the new Republican-held White House and Congress repeal the estate tax, the question of how long it will last and other uncertainties still…More
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Giving vs. Doing: Aspiriant Does Both During Day of Giving
Picking corn, stuffing backpacks and cleaning beaches — These are some of the ways Aspiriant’s employees gave with their hands and time across the nation…More
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Is Life Insurance the Best Estate Tax Solution?
Life insurance has long been sold as a solution for paying burdensome estate and generation skipping taxes. It’s simple and free of income tax —…More
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Financial Parenting: 5 Important Lessons for Your Young Children
As a professional financial advisor, sometimes I find it impossible to leave my work at the office. Here are five memories that serve as financial…More
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Struck Money? Here’s What To Do Next
While becoming a self-made millionaire is a dream for many, the reality of sudden wealth can actually bring with it a myriad of challenges that…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
