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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
Wealth Planning
Congress Passes Tax Overhaul for 2018
Congress moved at a swift pace to deliver a tax overhaul bill to President Donald Trump. The House of Representatives and Senate made a number…More
Wealth Planning
4 Things to Think About Before Retiring from the C-Suite
For top executives, thinking about what you will do in your later years is essential to having a sound financial plan and being emotionally prepared…More
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Foundational Elements: Speculator or Investor?
Successful investing requires discipline Over the past several years, U.S. equities have been on an absolute tear — generating an annualized return of 13% to…More
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Year-End Planning and Tax Reform
Congress is making headway in passing historic tax reform that would dramatically change tax rates and reduce the number of deductions. Find out how the…More
Wealth Planning
The Key to Giving Illiquid Stock
Donating illiquid stock and other assets is a great way to support your favorite charities and save taxes. But it’s more complicated than giving public…More
Wealth Planning
Avoid Roadblocks on the Safe Route to Retirement
Keeping most of your money in cash or a single stock can be riskier than you may think. Read about how a diversified strategy helped…More
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Meet the Authors
Jason Shemtob
Director in Wealth Management, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Lina Sanchez
Senior Manager 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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Mary Ellen Krueger
Director in Wealth Management, Partner
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John Allen
Chief Investment Officer, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Jan Vega
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
