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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
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
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Meet the Authors
Stephen Kawasaki
Director in Investment Strategy & Research, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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Teresa Greenip
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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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
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John Allen
Chief Investment Officer, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Mary Ellen Krueger
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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Jan Vega
Director in Wealth Management, Partner
Phil J. Kastenholz CFA, CPA
Director in Investment Strategy & Research, Partner
