InvestingWealth PlanningJuly 16, 2018
Rising rates make cash more interesting

Rising Rates Make Cash More Interesting

By Randy Rae
Manager in Investment Strategy & Research

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 short-term interest rates rise, investors have more options to earn income. Randy Rae describes four cash options. more >
Wealth PlanningJune 28, 2018

Family Foundations

By Dawn Baca
Senior Associate in Strategic Planning

If you’d like your family to support charities in a significant, long-term way, consider a private family foundation. Learn the tax advantages, family benefits and legal requirements of this philanthropic financial structure. more >
Inside AspiriantJune 20, 2018
Aging Wisely-Stay put or move on?

Aging Wisely: Stay put or move on?

By Matthew Sharp
Associate in Wealth Management

We all need to plan for where we’ll live and who'll help take care of us in our later years. But there’s a lot to consider. Estate planning attorney Elizabeth Krivatsy explained senior housing options during presentations at Aspiriant in the San Francisco Bay Area. more >
Wealth PlanningJune 13, 2018

6 Security Tips for Affluent Households

By Sandi Bragar
Managing Director in Planning Strategy & Research, Principal

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 Journal interview with details on how to keep you and your family safer. more >
Wealth PlanningMay 4, 2018
Get your financial planning docs in order

Get Your Financial Planning Docs in Order

By Stephen Simon
Associate in Wealth Management

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 family manage your financial affairs. more >
Wealth PlanningApril 12, 2018

Estate Taxes: Gone Today, Here Tomorrow?

By Clay Stevens
Director in Strategic Planning, Principal

The tax reform doubled the amount that a taxpayer can transfer without gift, estate or generation-skipping transfer taxes. But that doesn’t mean you should forget about estate planning. Here are six considerations to discuss with a wealth manager. more >