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Wealth Planning
Understand Qualified Small Business Stock
QSBS can be a powerful way for small-business shareholders to save on capital gain taxes. But you need to know the rules and risks. Discover…More
Uncategorized
Back to School: Financial Literacy 201
If you’d like to take your financial knowledge to the next level and help your kids understand money, then try reading one of these five…More
Uncategorized
In the News: Inflation, Philanthropy, More
Three Aspiriant advisors appeared in the financial news recently. See their thoughts on Federal Reserve actions, concerns about a stock market reversal, and how people…More
Wealth Planning
8 Tips to Avoid Household Employee Pitfalls
As a family’s wealth slowly builds, so can their household staff. We talked to a household staff advisor for best practices to avoid costly management…More
Lifestyle
3 Keys to Curating a Cool Car Collection
Owning a car collection is fun and may be an investment, but it’s also an expense and an asset that should be carefully considered as…More
Uncategorized
In the News: Market and Economic Perspectives
Five Aspiriant partners have been featured in major financial news media. See what they have to say about the markets, marriages and more.More
Wealth Planning
The Tax Benefits of Charitable Giving
There are many ways to support the causes we care about most, beyond simply giving our wealth. Learn about tax benefits and strategies to make…More
Wealth Planning
Key Questions to Keeping a Home in the Family
Passing a special home to future generations requires a lot of forethought and planning. Be sure to discuss these questions with your family so it…More
Protecting Seniors
5 Social Media Scams to Avoid
You don’t have to quit using social media altogether to avoid being scammed. Just be wary and keep your guard up.More
Inside Aspiriant
Aspiriant CEO Receives Industry Recognition
WealthManagement.com, a leading trade publication, has selected Rob Francais as a finalist for Chief Executive Officer of the Year for his leadership of our firm…More
Wealth Planning
Talking About Money: Where Do I Start?
We encourage people to talk about money with their family and friends to feel more comfortable when making financial decisions. Here are a few ways…More
Protecting Seniors
How Adult Kids Can Protect Aging Parents from Scams
Aging parents often need guidance with financial matters and potential scams. Here's what families can do to protect...More
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Meet the Authors
Mary Ellen Krueger
Director in Wealth Management, Partner
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John Allen
Chief Investment Officer, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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Stephen Kawasaki
Senior Manager 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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Tom Tracy
Former Partner of Aspiriant
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
Meet the Authors
Sandra Conners
Former Partner of Aspiriant
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
