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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
Uncategorized
Aspiriant Names 4 Partners
Aspiriant’s newest partners bring a wide range of experience to serve our clients and lead the company into the future. Meet the Class of 2020.More
Wealth Planning
COVID-19, College Housing and 529 Plans
Received a refund for college housing that you paid with your 529 plan? Learn what to do with it so you don’t pay taxes or…More
Wealth Planning
When to Say “I Do” to a Prenup
A marital agreement is sometimes a thorny topic for an engaged couple. But setting expectations early can be a healthy way of tackling the often-taboo…More
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Meet the Authors
Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
Meet the Authors
Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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John Allen
Chief Investment Officer, 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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Chase Arima
Research Analyst in Investment Strategy & Research
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Sandra Conners
Former Partner of Aspiriant
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
