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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
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
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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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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
