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Wealth Planning
Managing Lock-Up Periods During Volatile Markets
During volatile markets, managing equity compensation during a lock-up period can be particularly stressful. The key is to plan ahead. Read some tips to managing…More
Wealth Planning
Answers to 12 Top Long-Term Financial Planning Questions
When we talk to clients about their money, certain questions pop up again and again. Find out what we generally say, depending on each client’s…More
Wealth Planning
Aging Wisely: Stay put or move on?
We all need to plan for where we’ll live and who will help take care for us in our later years. But there’s a lot…More
Wealth Planning
Envisioning Life After Your Family Business Succession
Have you envisioned what your life will look like after you’ve transitioned from the family business? The emotional side needs succession planning too.More
Wealth Planning
Series I Bonds: A Bright Side of Higher Interest Rates
During these days of rising inflation and interest rates, federal Series I bonds are a good savings option. Learn what they are and how they…More
Wealth Planning
Financial Wellness for Women: A 7-Step Guide
Women tend to ensure their family’s basic financial and other needs are taken care of before their own. It often comes with managing a household…More
Wealth Planning
A Woman’s Financial Guide to Successful Career Transitions
Women going through career transitions have plenty to think about. A solid financial plan can ease the burden. Learn about stock compensation, 10b5-1 plans and…More
Wealth Planning
Financial Tips for the Self-Employed
If the next chapter of your life includes serving on boards, consulting or otherwise being self-employed, find out what you need to be thinking of…More
Wealth Planning
Financial Planning Considerations for Children with Disabilities
Raising a child with disabilities can be rewarding, but it comes with many special challenges. Learn what steps you can take, and what not to…More
Wealth Planning
7 Principles of Wealth Management: A Guide for Making Successful Financial Decisions
A solid foundation of basic wealth management knowledge and a clear vision of what you’d like to achieve helps stave off fear and keeps you…More
Wealth Planning
What To Do When A Spouse Dies: A Financial Planning Checklist
The death of a partner is a tremendously difficult time. Keeping up with financial affairs can be overwhelming. Find out what you need to do…More
Wealth Planning
Financial Planning for Baby: 4 Tips
A new baby can be overwhelming with all the things you need to do. But financial matters shouldn’t be cast aside. Here are four tips…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
