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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
Wealth Planning
Selecting From the Credit Card Cornucopia
Choosing the right credit card for you depends on your unique spending patterns, desire for simplicity versus benefit optimization, and willingness to pay an annual…More
Wealth Planning
5 Steps to Starting a Giving Plan
The process of establishing a giving plan is a lot easier — and can even be more fun — if you break it down.More
Wealth Planning
A Look at Continuing Care Retirement Communities
If you’re thinking about moving to a retirement community at some point, Continuing Care Retirement Communities are an increasingly popular and unique housing option for…More
Wealth Planning
Finding Inspiration From Value Stocks
While it may feel more comfortable to chase performance, taking a rigorous, systematic approach to your investment portfolio will steer you toward fundamental value and…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
