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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
Protecting Seniors
Gift Cards: A Popular Way for Scammers to Steal Money
It’s essential to understand that if anyone is asking you to buy fake gift cards or pay a debt with a gift card, it’s most likely a scam.More
Inside Aspiriant
Forbes Names 10 Aspiriant Advisors Best-in-State
This year, Forbes recognized a record number of 10 Aspiriant partners for the exceptional financial guidance we provide clients around the country. See who made…More
Investment Management
First Quarter 2021 Insight – Part 2
In Part 1 of our First Quarter 2021 Insight, we touched on the challenging outlook for global growth stocks. In Part 2, we discuss some…More
Uncategorized
Working in a Different State? Know Your Tax Liability
Have you been working in a state other than where you live during the pandemic? Then you may have to file income taxes in multiple…More
Lifestyle
A Guide to Making a Brilliant Jewelry Purchase
Jewelry is often given for special occasions and holidays, like Valentine’s Day. How do you make sure your money is well spent when buying luxury…More
Uncategorized
Get a Fresh Start on Your Finances
Aspiriant wealth managers offer a dozen tips on budgeting, taxes, saving, spending, managing income, protecting your assets and more to help you start the new…More
Uncategorized
Highlights of the Latest COVID-19 Legislation
The latest economic stimulus legislation goes beyond extending some coronavirus-related financial relief measures. It adds other tax benefits for those impacted by natural disasters and…More
Uncategorized
Family Wealth Report Gives Aspiriant 3 Nods
Aspiriant is named a finalist by the highly regarded industry trade publication for its Exclusive Family Office service, blog and marketing efforts.More
Wealth Planning
Choosing the Best Way to Give
When you’re ready to start a long-term giving program, choosing the right philanthropic vehicle can feel challenging. Here’s how a family office team can walk…More
Inside Aspiriant
Aspiriant Connects With Our Communities
The coronavirus dramatically increased hardships that many people face throughout our communities. Aspiriant employees were glad to pitch in and help their neighbors for our…More
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Meet the Authors
Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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John Allen
Chief Investment Officer, Partner
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Jason Shemtob
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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Jan Vega
Director in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Nayan Lapsiwala
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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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Stephen Kawasaki
Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA, CPA
Director in Investment Strategy & Research, Partner
