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Wealth Planning
6 Financial Tips for Unemployment
Unemployment can be a stressful time. But it’s much easier if you plan ahead. Learn what you need to do to take care of yourself…More
Inside Aspiriant
Aspiriant CEO Featured on Podcast
Rob Francais discussed the challenges and opportunities of managing a wealth advisory firm during the coronavirus pandemic as the featured guest of a Barron’s The…More
Wealth Planning
The 2020 Election and Estate Planning
A change in the presidential administration may result in higher taxes for estates, property transferred at death and capital gains. Learn why it’s important to…More
Wealth Planning
Goals-Based Investing for Women
A goals-based approach to wealth management considers where you currently are in your financial journey and where you ultimately want to go. Discover the four…More
Uncategorized
Market Perspective: Gold
In our latest Market Perspective, Managing Director Marc Castellani details the investment rationale for holding gold in these turbulent times. Learn how gold can make…More
Investment Management
Value Stocks: Ready to Grow?
As the markets become more detached from economic reality, it appears value stocks may soon have their day in the sun. Find out what catalysts…More
Wealth Planning
5 Financial Steps for Divorce Planning
No matter what stage your marriage is in, it's important to understand your personal financial situation. If it’s starting to look like the marriage is…More
Inside Aspiriant
Forbes Recognizes Aspiriant’s Next-Gen Partners
Two Aspiriant advisors joined the list of the wealth management industry’s top up-and-coming advisory talent. It’s the fourth year in a row that Forbes has…More
Wealth Planning
Embrace Your Role as Future Family Business Leader
Taking actionable steps now to cultivate your leadership skills will ensure you become the leader who helps your family business beat the odds and continue…More
Inside Aspiriant
Aspiriant’s Story: A New Class of Wealth Management Firm
Aspiriant was created in 2008 to fill a wealth management void for individuals and families with growing wealth. Since then, we’ve followed a methodical growth…More
Wealth Planning
What the Pandemic Has Done to Loans
Interest rates are at an all-time low as the economy slumps during the pandemic. Find out what this means for your mortgage and loans to…More
Wealth Planning
Helping Your Community Heal Through Charity
Many community groups have greater needs as a result of the pandemic, and the CARES Act encourages charitable giving. Learn tips on how to broaden…More
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Meet the Authors
Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director 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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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Nayan Lapsiwala
Director in Wealth Management, 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
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
