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Wealth Planning
Second Quarter 2018 Insight
Resisting the allure of popular assets and maintaining discipline while investing can be challenging. But all too often, instant popularity ends in prolonged desolation. Learn…More
Inside Aspiriant
Aspiriant Makes Financial Advisor’s Top RIA List
Aspiriant ranks among the top of leading RIAs in Financial Advisor's annual list.More
Uncategorized
Rising Rates Make Cash More Interesting
With extremely low interest rates, investors were told for a long time to hold as little cash in money market accounts as possible. But as…More
Uncategorized
Financial Times Names Aspiriant a Top Advisor
Aspiriant is honored to make the Financial Times Top Financial Advisors list once again.More
Wealth Planning
6 Security Tips for Affluent Households
Everyone should be proactive in personal security, but high net worth households have particular, heightened safety concerns. Sandi Bragar follows up on a Wall Street…More
Wealth Planning
6 Steps to Leaving an Impactful Legacy
Maximizing the impact of your legacy doesn’t happen accidentally. It takes a lot of hard work. Think about those who left the greatest legacies. Many…More
Wealth Planning
6 Steps to Leaving an Impactful Legacy
After defining your legacy, how do you go about making it real? Greg Fasig follows up his previous article with actionable steps to give your…More
Inside Aspiriant
Aspiriant in the News: Advice on Volatility, Personal Security
Our own Sandi Bragar and Randy Rae are featured in financial media sharing their views on managing wealth in today's society.More
Uncategorized
Get Your Financial Planning Docs in Order
Spring cleaning your home office may seem overwhelming. It’s easier if you start by organizing these five essential financial documents that help your advisors and…More
Wealth Planning
First Quarter 2018 Insight
Our Investment Strategy & Research team continues its comparison of investing to gambling, both of which combine chance with skill. Learn how to recognize when…More
Wealth Planning
5 Common Tax Myths Debunked
As you finalize your 2017 taxes and prepare for the new federal tax law this year, save time and money by avoiding these common tax…More
Wealth Planning
How to Maximize the QBI Deduction
The new qualified business income (QBI) deduction provides a new reason for small business owners to reconsider how they distribute profits to themselves. Learn why…More
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Meet the Authors
Mary Ellen Krueger
Director in Wealth Management, Partner
Meet the Authors
Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
Meet the Authors
Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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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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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
Meet the Authors
Sandra Conners
Former Partner of Aspiriant
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Tom Tracy
Former Partner of Aspiriant
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
