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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
Wealth Planning
First Quarter 2017 Insight
Like coaches, portfolio managers must have a well-conceived game plan. Aspiriant’s game plan is grounded upon one basic investment concept: return on investment. At a…More
Wealth Planning
Addiction and Financial Management
Sometimes protecting a family’s assets can go beyond suitable investments and tax-saving strategies. Learn how your wealth manager can also help your family through an…More
Wealth Planning
Making Sense of Bonds and Rising Rates
As the Fed plans to push up interest rates, are you wondering if you should sell your bonds for stocks? Learn why rising rates are…More
Wealth Planning
Divorce Disability Insurance
When working through a divorce settlement, it’s important to factor in the possibility of a permanent disability impacting support payments. Special divorce disability insurance may…More
Wealth Planning
10 Common Credit Traps of the Wealthy
If you’re wealthy, you don’t need to worry about your credit profile, right? Sandi explains why that’s not true and offers tips on how to…More
Wealth Planning
Year-End Income Tax Planning
Republican income tax proposals to reduce rates at the top end and cap itemized deductions make year-end tax planning as important as ever. Ray Edwards…More
Wealth Planning
How to Form a Winning Financial Strategy
Too many professional athletes find themselves in financial distress or victims of investment scams. It’s a problem anyone could face. Lorraine Fox shares her insights…More
Wealth Planning
The 3 Stages of Financial Planning for Elders
For many adult children, caring for their aging parents is a challenging responsibility. The best way to prepare is to start planning with them now,…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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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
