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Uncategorized
A Young Professional’s Guide to Renting vs. Buying
Today’s young professionals are giving greater thought before deciding to invest in a home. Learn about current homeownership trends among millennials, as well as the…More
Inside Aspiriant
Aspiriant Helps Bay Area Residents with Free Financial Advice
Aspiriant wealth managers provided unbiased financial advice to San Francisco Bay Area residents during the Financial Planning Association’s personal planning events.More
Wealth Planning
Planning for Long-Term Care
As the way we receive care later in life is changing, so are our options for how to pay for it. Learn some of the…More
Wealth Planning
Third Quarter 2018 Insight
Like the advances made by scientists to understand natural disasters, Aspiriant has developed a robust early warning system to anticipate market cycles and prepare investors…More
Wealth Planning
Wealth Transfer: The Emotional Side of Money
When crafting a wealth transfer plan, it’s important to know there are two sides of money: the intellectual side and the emotional side. Learn how…More
Uncategorized
Caring for the Well-Being of Our Communities
Caring about the communities we live and work in is a natural extension of what we do for clients. See how Aspiriant employees nationwide gave…More
Wealth Planning
Know What Type of Financial Advisor You’re Hiring
The term “financial advisor” can mean many things. For young professionals who are just starting to plan for the long term, it’s important to know…More
Inside Aspiriant
5 Wealth Managers Join Aspiriant’s Partners Group
As part of Aspiriant’s goal to remain independently owned and operated, we’re happy to announce that five next-gen wealth managers have been named co-owners of…More
Wealth Planning
Using the New Tax Law to Save for Your Child’s Future
By hiring your child for chores around the home or to work at your family business, you can transfer assets and help them save more…More
Wealth Planning
Tame Estate-Planning Anxiety with a Wealth Transfer Framework
Not having a wealth transfer plan is a plan in and of itself. You’re just allowing the government to implement one for you. Learn how…More
Lifestyle
How to Ensure Your Vacation Home Feels Like a Vacation
Your dream vacation home is meant to be a place of fun and tranquility for generations. Don’t let legal issues and family squabbles get in…More
Inside Aspiriant
Aspiriant CEO Rob Francais Named a Top Angeleno
Our CEO makes the Los Angeles Business Journal’s prestigious list of influential people in L.A., alongside some famous industry innovators and visionaries.More
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Meet the Authors
Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Tom Tracy
Former Partner of Aspiriant
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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
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Sandra Conners
Former Partner of Aspiriant
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Chase Arima
Research Analyst in Investment Strategy & Research
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John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
