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Wealth Planning
Financial Wellness for Women: A 7-Step Guide
Women tend to ensure their family’s basic financial and other needs are taken care of before their own. It often comes with managing a household…More
Protecting Seniors
5 Tips to Protect Your Bank Accounts from Fraud
You may worry about your bank account being vulnerable to fraud. These safety practices can help prevent your bank account from being hacked.More
Inside Aspiriant
Aspiriant CEO Makes Forbes Best-in-State List
CEO Rob Francais and 10 other Aspiriant partners are considered to be some of the top wealth advisors in the country. See what sets them…More
Uncategorized
Investment Spotlight: What Happened to My Bonds?
Thanks to sticky inflation and a rising-rate environment, U.S. bonds had their worst quarterly performance in over 40 years. But higher yields can also help…More
Protecting Seniors
Protect Against Financial Scams with 5 Tips
There are safeguards that you can implement to ensure your elderly loved one doesn’t fall for a financial scam. Look at these 5 tips.More
Wealth Planning
A Woman’s Financial Guide to Successful Career Transitions
Women going through career transitions have plenty to think about. A solid financial plan can ease the burden. Learn about stock compensation, 10b5-1 plans and…More
Protecting Seniors
Designate Trusted Contacts to Prevent Financial Abuse
A way to protect yourself against cybercrime and financial scams is to identify people whom you trust for your personal or financial matters.More
Inside Aspiriant
Aspiriant Wins Award for Diversity, Equity & Inclusion
Recognizing our concerted efforts to strengthen diversity within the firm and the wealth management industry to benefit all types of clients, Private Asset Management honored…More
Wealth Planning
Financial Tips for the Self-Employed
If the next chapter of your life includes serving on boards, consulting or otherwise being self-employed, find out what you need to be thinking of…More
Protecting Seniors
How to Recognize Signs of Abuse in a Person with Alzheimer’s
Alzheimer's abuse cases can go unreported because the person isn't able to communicate when something is wrong. Watch for these signs.More
Inside Aspiriant
Aspiriant Awards 3 Scholarships to Next-Gen Financial Advisors
The new Aspiriant Impact Scholarship supports the next generation of forward-thinking financial advisors. See who the first recipients are.More
Inside Aspiriant
5 Aspiriant Partners Make Forbes Top Women Advisors Lists
Helping women feel empowered to achieve their financial goals is something Aspiriant takes seriously. We’re honored that five of our partners have topped Forbes women…More
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Meet the Authors
Stephen Kawasaki
Director in Investment Strategy & Research, Partner
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John Allen
Chief Investment Officer, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Teresa Greenip
Director in Wealth Management, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
Phil J. Kastenholz CFA, CPA
Director in Investment Strategy & Research, Partner
