Talk to us Deep thinking, distilled.
Wealth Planning
What’s Next After Early Success?
Reaching financial success from your hard work at a young age may leave you feeling a bit lost. Learn how to set a new vision…More
Wealth Planning
Congress Passes Tax Overhaul for 2018
Congress moved at a swift pace to deliver a tax overhaul bill to President Donald Trump. The House of Representatives and Senate made a number…More
Wealth Planning
4 Things to Think About Before Retiring from the C-Suite
For top executives, thinking about what you will do in your later years is essential to having a sound financial plan and being emotionally prepared…More
Wealth Planning
Foundational Elements: Speculator or Investor?
Investors hold U.S. equities expecting periods of low returns. Speculators tend to operate under FOMO, the fear of missing out. Read how Sir Isaac Newton…More
Wealth Planning
The Key to Giving Illiquid Stock
Donating illiquid stock and other assets is a great way to support your favorite charities and save taxes. But it’s more complicated than giving public…More
Wealth Planning
Making It On Your Own: Insurance
Even when you have it all figured out, life can throw you a curveball. That’s why insurance is important to minimize the impact of the…More
Wealth Planning
Avoid Roadblocks on the Safe Route to Retirement
Keeping most of your money in cash or a single stock can be riskier than you may think. Read about how a diversified strategy helped…More
Wealth Planning
Third Quarter 2017 Insight
The U.S. stock market continued to fly high in the third quarter. However, similar to 1999, the current market value of the S&P 500 appears…More
Wealth Planning
Freeze Assets in Your Estate Before a Liquidity Event
Planning before acting often results in many benefits. This can be especially true when you’re facing a liquidity event like the sale of a business.…More
Wealth Planning
Making It On Your Own: Investing
When you’re young, you’ve got amazing dynamics on your side to start investing for retirement or longer-term goals. Get empowered to invest by learning the…More
Wealth Planning
Avoid Liquidity Event Tax Traps
Frequently, new clients come to us asking for help managing their money after they’ve received a huge payout from a liquidity event at work. If…More
Wealth Planning
Making It On Your Own: Credit
Credit is a fact of life in America. It’s easy to get and easy to use. But how you use credit will impact your finances…More
Get Aspirant Fathom Articles Direct to Your Inbox
Meet the Authors
John Allen
Chief Investment Officer, Partner
Meet the Authors
Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
Meet the Authors
Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
Meet the Authors
Teresa Greenip
Senior Manager in Wealth Management, Partner
Meet the Authors
Mary Ellen Krueger
Director in Wealth Management, Partner
Meet the Authors
David Grecsek
Managing Director in Investment Strategy & Research, Partner
Meet the Authors
Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
Meet the Authors
Nayan Lapsiwala
Director in Wealth Management, Partner
Meet the Authors
Lina Sanchez
Senior Manager in Wealth Management, Partner
Meet the Authors
Jan Vega
Director in Wealth Management, Partner
Meet the Authors
Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
