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Wealth Planning
Know What Type of Financial Advisor You’re Hiring
The term “financial advisor” can mean many things. For young professionals who are just starting to plan for the long term, it’s important to know…More
Wealth Planning
Using the New Tax Law to Save for Your Child’s Future
By hiring your child for chores around the home or to work at your family business, you can transfer assets and help them save more…More
Wealth Planning
Tame Estate-Planning Anxiety with a Wealth Transfer Framework
Not having a wealth transfer plan is a plan in and of itself. You’re just allowing the government to implement one for you. Learn how…More
Wealth Planning
Second Quarter 2018 Insight
Resisting the allure of popular assets and maintaining discipline while investing can be challenging. But all too often, instant popularity ends in prolonged desolation. Learn…More
Wealth Planning
When Does a Family Foundation Make Sense?
If you’d like your family to support charities in a significant, long-term way, consider a private family foundation. Learn the tax advantages, family benefits and…More
Wealth Planning
6 Security Tips for Affluent Households
Everyone should be proactive in personal security, but high net worth households have particular, heightened safety concerns. Sandi Bragar follows up on a Wall Street…More
Wealth Planning
6 Steps to Leaving an Impactful Legacy
Maximizing the impact of your legacy doesn’t happen accidentally. It takes a lot of hard work. Think about those who left the greatest legacies. Many…More
Wealth Planning
6 Steps to Leaving an Impactful Legacy
After defining your legacy, how do you go about making it real? Greg Fasig follows up his previous article with actionable steps to give your…More
Wealth Planning
First Quarter 2018 Insight
Our Investment Strategy & Research team continues its comparison of investing to gambling, both of which combine chance with skill. Learn how to recognize when…More
Wealth Planning
5 Common Tax Myths Debunked
As you finalize your 2017 taxes and prepare for the new federal tax law this year, save time and money by avoiding these common tax…More
Wealth Planning
How to Maximize the QBI Deduction
The new qualified business income (QBI) deduction provides a new reason for small business owners to reconsider how they distribute profits to themselves. Learn why…More
Wealth Planning
3 Questions to Define Your Legacy
Leaving a legacy is about more than just giving money. It’s about the influence you have on others. We all leave a legacy to some…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
