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Wealth Planning
Financial Planning for Women: Knowing What Really Counts
Today, women are far more motivated, knowledgeable and involved in their financial lives than earlier generations.More
Wealth Planning
7 Tips to Help You Avoid an Audit
No matter how wealthy you are, there are some situations and common mistakes that increase your odds of being audited.More
Wealth Planning
The Key to a Happy Marriage: A Pre-Nuptial Agreement
No matter who has what or how much, a marital agreement can be an effective, practical way for spouses to list assets and define roles…More
Wealth Planning
Market Perspective Master Limited Partnerships
The MLP sector is still in a formative stage of development, and its transformation into a more mature asset class with greater depth isn’t going…More
Wealth Planning
The Generational Shift in Home Ownership
Home ownership may no longer be a goal of the next generation. We have seen a dramatic demographic and economic shift.More
Wealth Planning
Second Quarter Market Perspective July 2015
Over the past year, the market has had difficulty assessing the magnitude of financial tremors emanating from epicenters around the planet.More
Wealth Planning
First Quarter Market Perspective
Apr. 2014
After five years of stellar performance, and over a year of very low volatility, global equities became more "normal" during the first quarter of 2014.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
