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Wealth Planning
What’s New in the American Rescue Plan
In addition to providing larger stimulus checks to many people, the American Rescue Plan gives a big boost to families through Recovery Rebate qualifications and…More
Wealth Planning
When Is Enough Really Enough?
Determining how much is enough to retire involves honest soul-searching, some visioning and then math. Here are three steps to help you figure out not…More
Wealth Planning
Transferring Real Property: How to Avoid an Unexpected Tax Hike in California
Before you transfer real estate ownership in a California, be aware of what you can do … and how to do it right. Find out…More
Wealth Planning
Choosing the Best Way to Give
When you’re ready to start a long-term giving program, choosing the right philanthropic vehicle can feel challenging. Here’s how a family office team can walk…More
Wealth Planning
How to Know When You’ve Outgrown Your Financial Advisor
If you’ve been working with a financial plan and building your wealth over the years, there may come a time when you’ll need a higher…More
Wealth Planning
Why You Should Designate Trusted Contacts
Financial crimes are on the rise, and people with diminishing capacity or other vulnerabilities are the biggest targets. Designating a trusted contact today can help…More
Wealth Planning
SPACS: What They Are and Who’s Considering Them
Special purpose acquisition companies have become a popular way for companies to go public. Learn more about them to decide whether your firm should merge…More
Wealth Planning
What to Do About Potential California Property Tax Changes
Two ballot measures would make some of the most sweeping changes to California property tax law in 42 years, if passed. Find out how they…More
Wealth Planning
6 Financial Tips for Unemployment
Unemployment can be a stressful time. But it’s much easier if you plan ahead. Learn what you need to do to take care of yourself…More
Wealth Planning
The 2020 Election and Estate Planning
A change in the presidential administration may result in higher taxes for estates, property transferred at death and capital gains. Learn why it’s important to…More
Wealth Planning
Goals-Based Investing for Women
A goals-based approach to wealth management considers where you currently are in your financial journey and where you ultimately want to go. Discover the four…More
Wealth Planning
5 Financial Steps for Divorce Planning
No matter what stage your marriage is in, it's important to understand your personal financial situation. If it’s starting to look like the marriage is…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
