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Wealth Planning
Relationship Dynamics When Women Inherit Wealth
When a woman receives a large inheritance, it can have a big impact on her marriage. A doctoral candidate in clinical psychology who studied these…More
Wealth Planning
15 Money-Smart Things to Do for the New Year
Our experts offer a range of financial tips to help you save money, minimize taxes and be more organized in 2020.More
Wealth Planning
Wealth Transfer and the Gift Tax Exclusion
The gift tax exclusion can help you pass along your wealth to loved ones tax-free and reduce estate taxes. Learn about the different strategies you…More
Wealth Planning
Wealth Planning Your Employee Benefits
It’s open enrollment season. Understand the basics of employer-provided health care insurance and retirement savings plans so you can craft a benefit plan that aligns…More
Wealth Planning
6 Steps to Take Charge of Your Financial Journey
When it comes to building and preserving wealth, women have unique strengths and challenges. Play up your strengths and overcome challenges by following these steps…More
Wealth Planning
What You Need to Know About Social Security
Social Security is an important benefit program, but creating an appropriate strategy is often challenging. Be aware of the important considerations to sift through to…More
Wealth Planning
Family Business Succession Considerations
Often family business owners believe the company is their best long-term investment. But other factors need to be considered before transferring the company to the…More
Wealth Planning
How to Escape the Emotional Investing Trap
The word “loss” is often used casually and imperfectly in the investment world. But in reality, a limited number of situations actually lead to true…More
Wealth Planning
Reasonable Compensation & the Family Business
Employing family members is a natural part of a family business. But it must be done carefully to avoid a visit from the IRS. Here…More
Wealth Planning
Aspiriant’s Smart Summer Reading List
This summer, read a good book (or listen to a podcast) to discover how money impacts our society, secrets to wealth, or how your emotions…More
Wealth Planning
How to Become a Successful Philanthropist
It’s easy to feel bombarded and obligated to donate to a wide range of charities. If you want to leave meaningful gifts, it’s best to…More
Wealth Planning
Engineer Yourself to Not Get Hacked
Cybersecurity is not just about the protection of your personal data, it’s about the security of everything important to you. During an Aspiriant event, cybersecurity…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
