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Wealth Planning
To Roth or Not to Roth
By paying taxes on income today, you can have tax-free earnings in retirement with a Roth 401(k). Find out why a Roth 401(k) may be…More
Wealth Planning
The True Meaning of Financial Freedom
Having the power to make your own financial decisions, without being manipulated or victimized by another, is key to independence. Find out three ways education…More
Wealth Planning
Strategies to Diversify Outside Your Family Business
A private business is often a family’s largest single asset, leading to additional risks that concentrated wealth brings. Learn about four diversification strategies to sustain…More
Wealth Planning
Mapping a Path to College Admission
Getting into college isn’t as easy as it used to be. We spoke with a private college counselor for tips on how to navigate the…More
Wealth Planning
Fourth Quarter 2018 Insight
As you strive to reach your financial goals, you need to be prepared for bumps along the way so you don’t get derailed. Learn how…More
Wealth Planning
Big Disasters Leading to Higher Insurance Rates
Catastrophic wildfires and hurricanes are leading to higher property insurance bills. Learn why and what you can do to keep costs down while maintaining good…More
Wealth Planning
A Lasting New Year’s Resolution: Talk About Money
This year, why not set a resolution that will have lasting benefits? Sandi Bragar offers tips on how to find your money mojo through conversation.More
Wealth Planning
How to Raise Charitable Children
When it comes to raising children with a giving mindset, it’s important to focus on teaching them empathy. Learn five tips from a client who…More
Wealth Planning
Planning for Long-Term Care
As the way we receive care later in life is changing, so are our options for how to pay for it. Learn some of the…More
Wealth Planning
Third Quarter 2018 Insight
Like the advances made by scientists to understand natural disasters, Aspiriant has developed a robust early warning system to anticipate market cycles and prepare investors…More
Wealth Planning
All About the LLCs
Limited liability companies offer several advantages to holding and protecting assets. But they require management and have additional costs. Learn about LLC basics, including the…More
Wealth Planning
Wealth Transfer: The Emotional Side of Money
When crafting a wealth transfer plan, it’s important to know there are two sides of money: the intellectual side and the emotional side. Learn how…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
