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Inside Aspiriant
Building What Lasts: Welcoming Aspiriant’s 2026 Partners
Four Aspiriant professionals join the partnership, growing our 100% employee-owned wealth management firm.More
Inside Aspiriant
Aspiriant Recognized in 2026 for Multi-Family Office
Aspiriant recognized in 2026 for multi-family office approach, highlighting how we serve high- and ultra-high-net-worth families.More
Inside Aspiriant
Aspiriant Advisors Recognized by Forbes in 2026: What This Means for Clients
Aspiriant advisors were recognized by Forbes in 2026, reflecting the care, collaboration and long-term focus behind how we serve clients.More
Investment Management
Iran Ceasefire Headlines Ease Volatility—What Comes Next?
Markets have seen some easing in volatility following Iran ceasefire headlines, but uncertainty remains. More
Investment Management
A Closer Look at Private Credit Pressures
A look at how investors should think about private credit within their portfolio in light of the recent headlines on rising default concerns.More
Investment Management
When Geopolitics Hits Energy Markets
Rising tensions in the Middle East pushed oil prices higher and triggered market volatility as investors reassessed inflation and growth risksMore
Wealth Planning
Navigating Liquidity Events: Key Insights for IPOs, M&As and Buyouts
We’re explaining major financial events—IPOs, M&As, buyouts & more—while guiding you through key decisions, tax strategies & wealth planning.More
Wealth Planning
Planning Beyond the Ring: Money Conversations for Engaged Couples
Tips to help engaged couples start honest, thoughtful financial conversations that set the stage for a strong life together.More
Investment Management
First Quarter 2026 Insight
Explore Aspiriant’s Q1 2026 Investing Insight, covering AI investment, market concentration, economic divergence and portfolio considerations.More
Wealth Planning
Bay Area Tech Professionals: You’ve Built Real Wealth. What Comes Next?
You’ve built real wealth. But do you need help navigating what’s next? Here’s how to explore that question with clarity and intention.More
Investment Management
Geopolitical Tensions & New Economic Data—Implications for Portfolios
A look at how geopolitical tensions, economic data and market signals are shaping portfolio decisions early in 2026.More
Wealth Planning
Tax Planning Considerations for 2026
As new tax rules take effect, discover what 2026 brings — and how to align your plan with what matters most to you.More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Stephen Kawasaki
Director in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Teresa Greenip
Director in Wealth Management, Partner
Phil J. Kastenholz CFA, CPA
Director in Investment Strategy & Research, Partner
