Fathom Archive - Page 2 of 18 - Aspiriant The Leading Independent Wealth Management Firm

Inside AspiriantSeptember 18, 2019

Aspiriant Spreads Goodwill in Our Cities

By Aspiriant News
Leading Independent Wealth Management Firm

Every year, Aspiriant employees spend a summer work day trying to make a positive impact in our communities. Find out how each of our 11 offices spent their Day of Giving. more >

Wealth PlanningAugust 30, 2019

Family Business Succession Considerations

By Nathan S. Kublank
Director in Wealth Management, Partner

Often family business owners believe the company is their best long-term investment. But other factors need to be considered before transferring the company to the next generation. Learn how to evaluate the risks and rewards. more >

Inside AspiriantAugust 22, 2019

Aspiriant Partners on Forbes Next-Gen List

By Aspiriant News
Leading Independent Wealth Management Firm

Ensuring that Aspiriant clients are in good hands for years to come, David Muchow and Myles Rush are listed among the top 250 wealth advisors under 40 for the third year in a row. more >

Wealth PlanningAugust 15, 2019

What To Do With RSUs

By Lorraine Fox
Director in Wealth Management, Partner

Restricted stock units are a popular way for tech companies and start-ups to compensate employees. Learn how to value them, their tax treatment and the potential consequences of holding too much. more >

Wealth PlanningAugust 1, 2019

How to Escape the Emotional Investing Trap

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

The word “loss” is often used casually and imperfectly in the investment world. But in reality, a limited number of situations actually lead to true investment losses. Here are a few of the most common and ways to avoid them. more >

Wealth PlanningJuly 22, 2019

Reasonable Compensation & the Family Business

By Rachel Lee
Associate in Strategic Planning

Employing family members is a natural part of a family business. But it must be done carefully to avoid a visit from the IRS. Here are some important guidelines to follow. more >

Inside AspiriantJuly 19, 2019

Aspiriant Recognized as a Leading RIA

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant continues to make its mark in the financial industry as one of the top firms ranked by Financial Advisor Magazine. more >

Inside AspiriantJune 28, 2019

Aspiriant Makes FT Top 300 Again

By Aspiriant News
Leading Independent Wealth Management Firm

Every year that Financial Times has selected an elite group of Registered Investment Advisors in the U.S., Aspiriant has made the list. more >

Wealth PlanningJune 19, 2019

Aspiriant’s Smart Summer Reading List

By Aspiriant News
Leading Independent Wealth Management Firm

This summer, read a good book (or listen to a podcast) to discover how money impacts our society, secrets to wealth, or how your emotions play into your financial decisions. Aspiriant advisors offer up 10 top reads. more >

Wealth PlanningJune 11, 2019

How to Become a Successful Philanthropist

By Michael V Glowacki
Director in Wealth Management, Partner

It’s easy to feel bombarded and obligated to donate to a wide range of charities. If you want to leave meaningful gifts, it’s best to write a philanthropic mission statement to guide your decisions. more >

Inside AspiriantMay 31, 2019

A Top Advisor Firm in the SF Bay Area

By Aspiriant News
Leading Independent Wealth Management Firm

The San Francisco Business Times ranked Aspiriant as one of the largest wealth management firms in the Bay Area. more >

Inside AspiriantMay 28, 2019

Engineer Yourself to Not Get Hacked

By Tom Tracy
Chief Client Officer, Partner

Cybersecurity is not just about the protection of your personal data, it’s about the security of everything important to you. During an Aspiriant event, cybersecurity expert John Sileo explained five critical security threats and how to avoid them. more >