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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
Inside Aspiriant
4 New Partners Embrace Aspiriant Spirit
Aspiriant’s newest partners embody a spirit of sustainability to serve our clients and lead the company into the future. Meet the Class of 2021.More
Protecting Seniors
Scam Alert: Fake Calls from FBI or Government Officials
The FBI and Better Business Bureau recently released a warning about a new insidious scam that family members should beware of.More
Inside Aspiriant
5 Aspiriant Women Make Forbes List
Aspiriant wealth managers are always ready to help our clients through the challenges in their lives. And after a year like no other, Forbes said…More
Wealth Planning
What’s New in the American Rescue Plan
In addition to providing larger stimulus checks to many people, the American Rescue Plan gives a big boost to families through Recovery Rebate qualifications and…More
Investment Management
What’s the Difference Between Value and Valuation-Based Investing?
We recommend a diversified, valuation-based approach to investing. And right now, we favor value stocks. Understand what these terms mean in order to build a…More
Wealth Planning
When Is Enough Really Enough?
Determining how much is enough to retire involves honest soul-searching, some visioning and then math. Here are three steps to help you figure out not…More
Wealth Planning
Transferring Real Property: How to Avoid an Unexpected Tax Hike in California
Before you transfer real estate ownership in a California, be aware of what you can do … and how to do it right. Find out…More
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Meet the Authors
Stephen Kawasaki
Director in Investment Strategy & Research, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Teresa Greenip
Director in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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John Allen
Chief Investment Officer, 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
