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Wealth Planning
Estate Planning Opportunities During Down Markets
Although the coronavirus is turning the economy and markets sour at the moment, transferring assets at today’s reduced values means you could save on estate…More
Uncategorized
The CARES Act and Small Businesses
In addition to helping individuals, the CARES Act aims to prop up the economy by sustaining small businesses through the coronavirus pandemic. Find out about…More
Wealth Planning
9 Behavioral Risks to Investing
During volatile markets, our emotions and biases can lead us to make unwise decisions that jeopardize a well-thought-out financial plan. Learn about common investing behaviors…More
Wealth Planning
Jargon Busting: Demystifying Investing
During turbulent financial markets, it’s helpful to understand the industry lingo. Learn general investment and tax terms to help you be a more confidant investor.More
Wealth Planning
You’ve Heard of the Prenup. What About a No-Nup?
When living with your significant other, financial matters are unavoidable. Equity, fairness and protecting your own personal interests are important areas to discuss. Learn how…More
Wealth Planning
6 Groups Impacted by the SECURE Act
The SECURE Act brings a lot of changes to the retirement landscape and beyond. Read about the special provisions to find out who benefits and…More
Uncategorized
Fourth Quarter 2019 Insight
Investing can sometimes feel like driving through winter road conditions. Markets can present dangers equivalent to black ice — slippery and hard to detect. Read…More
Inside Aspiriant
John Petrie Joins Forbes Best-in-State List
Two of our partners in Wisconsin and three in California, including CEO Rob Francais, rank among the top advisors in their service area.More
Wealth Planning
15 Money-Smart Things to Do for the New Year
Our experts offer a range of financial tips to help you save money, minimize taxes and be more organized in 2020.More
Investment Management
The Market Cycle and the Business Cycle: A Layman’s Guide
Market cycles and business cycles generally run in tandem. But as investors get wary about future economic growth, the magnitude of resulting stock price declines…More
Uncategorized
Meet Mark Petrie
In leading Aspiriant’s San Diego office, Mark brings investment management expertise to our team approach to wealth planning.More
Wealth Planning
Wealth Transfer and the Gift Tax Exclusion
The gift tax exclusion can help you pass along your wealth to loved ones tax-free and reduce estate taxes. Learn about the different strategies you…More
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Meet the Authors
Tom Tracy
Former Partner of Aspiriant
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Sandra Conners
Former Partner of Aspiriant
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John Allen
Chief Investment Officer, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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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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Mary Ellen Krueger
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
