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Lifestyle
So You Want to Be a Pilot?
Becoming a private pilot carries some romance, danger, excitement and joy. It can also consume a lot of time and money. Learn some key financial…More
Wealth Planning
7 Principles of Wealth Management: A Guide for Making Successful Financial Decisions
A solid foundation of basic wealth management knowledge and a clear vision of what you’d like to achieve helps stave off fear and keeps you…More
Investment Management
First Quarter 2022 Insight
Our Investment, Strategy & Research team explains three potential scenarios for fiscal and monetary policies as the economic landscape begins to shift with the likelihood…More
Uncategorized
Investment Spotlight: Factors to Watch in 2022
Inflation and its impact on corporate earnings and valuations will continue to affect the market and economy. See what this could mean for fiscal and…More
Wealth Planning
What To Do When A Spouse Dies: A Financial Planning Checklist
The death of a partner is a tremendously difficult time. Keeping up with financial affairs can be overwhelming. Find out what you need to do…More
Wealth Planning
Financial Planning for Baby: 4 Tips
A new baby can be overwhelming with all the things you need to do. But financial matters shouldn’t be cast aside. Here are four tips…More
Investment Management
Introduction to Sustainable Investing
Sustainable investing is on the rise. But what does it actually mean and how can you prudently invest your values? Learn about three sustainable investible…More
Uncategorized
In the News: Strategies to Hedge Against Inflation, Overpriced Stocks
Aspiriant partners talk with reporters about current risks in the markets and how investors should diversify their portfolios to protect against expected volatility.More
Lifestyle
How to Decide on Travel Insurance
As you plan your international vacation in a COVID-pandemic world, give some thought to travel insurance. Learn more about which coverages are essential and what…More
Wealth Planning
What to Know When Choosing a Student Loan
College is a significant expense for families, and most students need some help paying for it. Understand your financing options and find out what to…More
Lifestyle
The Amazing Power of Comic Book Collections
Collecting comic books is fun. But if you’re looking at them as an investment, learn what you need to do to take care of them…More
Protecting Seniors
Tech Support Scams: What Not To Do
Scammers know that families rely on tech support. Here are common tech support scams to look out for and educate your loved ones about.More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
