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Helen A. Dietz Named an Influential Businesswoman in Silicon Valley
Aspiriant wealth manager Helen A. Dietz makes the 2018 Silicon Valley Women of Influence list for her leadership in financial advisory and philanthropy.More
Wealth Planning
3 Questions to Define Your Legacy
Leaving a legacy is about more than just giving money. It’s about the influence you have on others. We all leave a legacy to some…More
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Meet Paul Nikolai
Paul Nikolai learned from his family at a young age about the importance of sound, reliable financial advice. Find out what his guiding principal is…More
Wealth Planning
2018 Tax Planning: 10 Steps to Take Now
With the new tax law, year-round holistic tax planning and a sound understanding of your income and deductions can help you identify opportunities and strategies…More
Wealth Planning
Fourth Quarter 2017 Insight
It may seem like investing is akin to gambling. Although luck certainly plays a role when it comes to investing, we believe skill determines long-term…More
Wealth Planning
Understanding the New Qualified Business Income Deduction
The new deduction for Qualified Business Income, also known as pass-through income, is one of the most complicated provisions of the tax act. Ray Edwards…More
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How Do You Know Your Advisor Cares?
There are thousands of wealth managers to choose from. Whether times are good or bad, it’s important to have a trusted financial partner who cares…More
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Aspiriant Named a Top 10 L.A. Advisor
An independent business research firm gave Aspiriant’s L.A. office high ranking for our Family Office and Investing & Wealth Planning services.More
Wealth Planning
Optimizing Your Mortgage Under the New Tax Law
The tax act cuts the amount of home loan interest you can deduct from your income taxes. Should you still get a home loan? Wealth…More
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Is the Current Mild Market the New Normal?
Last year was record-breaking for its low volatility, helping investors to see strong returns. While the economic expansion could continue, find out why a market…More
Wealth Planning
What Grandparents Need to Know About Paying for College
The gift of higher education is one that can have a long-lasting impact on your grandchild’s future. But what’s the best way to go about…More
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Market Perspective: What to Expect from the New Tax Legislation
The president has signed the Tax Cuts and Jobs Act. What does that mean for the economy? Managing Director Marc Castellani of our Investment Strategy…More
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Meet the Authors
Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Tom Tracy
Former Partner of Aspiriant
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Sandra Conners
Former Partner of Aspiriant
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Chase Arima
Research Analyst in Investment Strategy & Research
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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John Allen
Chief Investment Officer, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
