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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
Inside Aspiriant
Aspiriant Partners Rise as Next-Gen Advisors
Aspiriant advisors Ryan Benson and Ryan Nelson climb the ranks among the country’s top 500 wealth advisors under 40, according to Forbes.More
Wealth Planning
4 Ways to Transfer Wealth to Children
Giving a child a head-start in life requires careful financial planning to achieve both your and the child’s future goals. Here are four common strategies…More
Wealth Planning
Estate Planning 101: Back to Basics
Without an estate plan, your assets will be left to a list of your heirs determined by state law, and the courts will decide who…More
Wealth Planning
Estate Taxes: Gone Today but Here Tomorrow?
The Tax Cut and Jobs Act doubled the amount a taxpayer can transfer without gift, estate or generation-skipping transfer taxes. But that doesn’t mean you…More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Sandra Conners
Former Partner of Aspiriant
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Tom Tracy
Former Partner of Aspiriant
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Chase Arima
Research Analyst in Investment Strategy & Research
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Phil J. Kastenholz
Director in Investment Strategy & Research, 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
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
