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Wealth Planning
Embrace Your Role as Future Family Business Leader
Taking actionable steps now to cultivate your leadership skills will ensure you become the leader who helps your family business beat the odds and continue…More
Wealth Planning
What the Pandemic Has Done to Loans
Interest rates are at an all-time low as the economy slumps during the pandemic. Find out what this means for your mortgage and loans to…More
Wealth Planning
Helping Your Community Heal Through Charity
Many community groups have greater needs as a result of the pandemic, and the CARES Act encourages charitable giving. Learn tips on how to broaden…More
Wealth Planning
COVID-19, College Housing and 529 Plans
Received a refund for college housing that you paid with your 529 plan? Learn what to do with it so you don’t pay taxes or…More
Wealth Planning
When to Say “I Do” to a Prenup
A marital agreement is sometimes a thorny topic for an engaged couple. But setting expectations early can be a healthy way of tackling the often-taboo…More
Wealth Planning
Estate Planning Opportunities During Down Markets
Although the coronavirus is turning the economy and markets sour at the moment, transferring assets at today’s reduced values means you could save on estate…More
Wealth Planning
Key CARES Act Provisions for Individuals
To help us through the coronavirus pandemic, the federal CARES Act brings financial relief in the areas of retirement savings, charitable contributions, direct payments, student…More
Wealth Planning
9 Behavioral Risks to Investing
During volatile markets, our emotions and biases can lead us to make unwise decisions that jeopardize a well-thought-out financial plan. Learn about common investing behaviors…More
Wealth Planning
Jargon Busting: Demystifying Investing
During turbulent financial markets, it’s helpful to understand the industry lingo. Learn general investment and tax terms to help you be a more confidant investor.More
Wealth Planning
You’ve Heard of the Prenup. What About a No-Nup?
When living with your significant other, financial matters are unavoidable. Equity, fairness and protecting your own personal interests are important areas to discuss. Learn how…More
Wealth Planning
Why a Direct Listing Might Be a Good Idea
Direct listings of companies going public are on the rise. Find out if a direct listing is right for your firm and what it means…More
Wealth Planning
6 Groups Impacted by the SECURE Act
The SECURE Act brings a lot of changes to the retirement landscape and beyond. Read about the special provisions to find out who benefits 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
