fathom - Investment Management & Wealth Planning Advice

Investment ManagementApril 25, 2022

Investment Spotlight: What Happened to My Bonds?

By Phil J. Kastenholz
Director in Investment Strategy & Research, Partner

Thanks to sticky inflation and a rising-rate environment, U.S. bonds had their worst quarterly performance in over 40 years. But higher yields can also help investors. See why. more >

Wealth PlanningApril 13, 2022

A Woman’s Financial Guide to Successful Career Transitions

By Lorraine Fox
Director in Wealth Management, Partner

Women going through career transitions have plenty to think about. A solid financial plan can ease the burden. Learn about stock compensation, 10b5-1 plans and serving on boards. more >

Inside AspiriantMarch 30, 2022

Aspiriant Wins Diversity Award

By Aspiriant News
Leading Independent Wealth Management Firm

Private Asset Management honored Aspiriant with its first Diversity, Equity and Inclusion Initiative of the Year award for 2022. Read about the steps we've taken to strengthen diversity. more >

Wealth PlanningMarch 25, 2022

Financial Tips for the Self-Employed

By Michelle Eversman
Director in Wealth Management, Partner

If the next chapter of your life includes serving on boards, consulting or otherwise being self-employed, find out what you need to be thinking of to make your new business venture a success. more >

Inside AspiriantMarch 16, 2022

Aspiriant Awards 3 Scholarships to Next-Gen Financial Advisors

By Aspiriant News
Leading Independent Wealth Management Firm

The new Aspiriant Impact Scholarship supports the next generation of forward-thinking financial advisors. See who the first recipients are. more >

Inside AspiriantMarch 10, 2022

5 Aspiriant Partners Make Forbes Top Women Advisors Lists

By Aspiriant News
Leading Independent Wealth Management Firm

Helping women feel empowered to achieve their financial goals is something Aspiriant takes seriously. We’re honored that five of our partners have topped Forbes women wealth advisor lists. more >

Investment ManagementMarch 4, 2022

Market Perspective: The Ukrainian Conflict

By David Grecsek
Managing Director in Investment Strategy & Research, Partner

The Russian invasion of Ukraine is alarming on multiple fronts. Understand the immediate implications for the economy, the financial markets and your investments. Also find out where to provide humanitarian help. more >

Wealth PlanningMarch 3, 2022

Financial Planning Considerations for Children with Disabilities

By Lina Sanchez
Senior Associate in Wealth Management

Raising a child with disabilities can be rewarding, but it comes with many special challenges. Learn what steps you can take, and what not to do, to maintain their care and quality lifestyle. more >

Inside AspiriantFebruary 25, 2022

Getting Better, Not Just Bigger

By Rob Francais
Chief Executive Officer, Partner

As over 90% of independent wealth management firms our size have decided to take on private equity investors, we have chosen a different path that aligns with our clients’ interests. Read about our recent company fold-ins. more >

Fun MoneyFebruary 17, 2022

So You Want to Be a Pilot?

By Nathan S. Kublank
Director in Wealth Management, Partner

Becoming a private pilot carries some romance, danger, excitement and joy. It can also consume a lot of time and money. Learn some key financial considerations about learning to fly. more >

Wealth PlanningFebruary 11, 2022

7 Principles of Wealth Management: A Guide for Making Successful Financial Decisions

By Sandi Bragar
Chief Client Officer, Partner

A solid foundation of basic wealth management knowledge and a clear vision of what you’d like to achieve helps stave off fear and keeps you on track to financial success. more >

Insight, Investment ManagementFebruary 10, 2022

First Quarter 2022 Insight

By John Allen
Chief Investment Officer, Partner

Our Investment, Strategy & Research team explains three potential scenarios for fiscal and monetary policies as the economic landscape begins to shift with the likelihood of rising rates, stickier inflation and reduced risk appetite. more >