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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
Wealth Planning
Should You Name a Relative as Trustee?
Serving as trustee to a family trust is a major responsibility. Learn about the pros and cons of choosing a relative to manage the trust…More
Wealth Planning
Estate Planning Checkup: 3 Questions to Ask Annually
Think you have a solid estate plan in place for your heirs? If it’s been a while since you established it, it’s probably time for…More
Wealth Planning
Making It On Your Own: Saving
When you’re first starting out, your financial stability and future wealth depend on good saving habits. Learn about the three buckets of savings in the…More
Wealth Planning
3 Strategies for Exercising Incentive Stock Options
Company-provided stock options, especially ISOs, can be a boon for employees of start-ups experiencing skyrocketing growth. The trick is managing the income taxes.More
Wealth Planning
Making It On Your Own: Taxes
For first-time filers, taxes may seem daunting at first. But they're actually pretty easy. Aspiriant wealth managers explain the basics in the second post of…More
Wealth Planning
Making It On Your Own: Budgeting
The money you’ll make during your lifetime is only half the story. How you manage your money is the key to reaching your personal goals.…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
