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Investment ManagementJune 16, 2022

Market Perspective: Managing Recession Fears

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

Market volatility continues to fray investor nerves. Read how you can avoid emotional investing with diversified portfolios that may help you brace for a potential recession. more >

Wealth PlanningJune 9, 2022

Life After Your Family Business

By Mary Ellen Krueger
Director in Wealth Management, Partner

Have you envisioned what your life will look like after you’ve transitioned from the family business? The emotional side needs succession planning too. more >

Wealth PlanningJune 3, 2022

Series I Bonds: A Bright Side of Higher Interest Rates

By Michael Weissman
Director in Wealth Management, Partner

During these days of rising inflation and interest rates, federal Series I bonds are a good savings option. Learn what they are and how they can hedge against inflation. more >

Inside AspiriantMay 27, 2022

7 Aspiriant Leaders Become Partners

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant selects seven employees serving in a wide range of critical roles to help sustain our long-term commitment to clients. Find out who they are. more >

Insight, Investment ManagementMay 23, 2022

Second Quarter 2022 Insight

By John Allen
Chief Investment Officer, Partner

While today's economic, market and geopolitical environments are fraught with risk, we see opportunity for skilled investors to take the spotlight. Learn about the monetary policy tightrope, the Inflation Spiral, and the benefits of bonds and diversifiers. more >

Wealth PlanningMay 16, 2022

Financial Wellness for Women: A 7-Step Guide

By Natalie Morrella
Director in Wealth Management, Partner

It’s important that women feel confident and capable of making the financial decisions for their own, as well as their family’s, financial well-being. Find out how to get started. more >

Inside AspiriantMay 3, 2022

Aspiriant CEO Makes Forbes Best-in-State List

By Aspiriant News
Leading Independent Wealth Management Firm

CEO Rob Francais and 10 other Aspiriant partners are considered to be some of the top wealth advisors in the country. See what sets them apart from the crowd. more >

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 >