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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
Uncategorized
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
Uncategorized
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
Uncategorized
Foundational Elements: Focus on Fair Value
We advise investors to focus on the fair value of an investment while avoiding market noise. In our new Foundational Elements series, the story of…More
Wealth Planning
Third Quarter 2017 Insight
The U.S. stock market continued to fly high in the third quarter. However, similar to 1999, the current market value of the S&P 500 appears…More
Inside Aspiriant
Aspiriant Gives Back to Local Communities
Aspiriant employees across the nation enjoyed making their communities brighter during our Day of Giving.More
Wealth Planning
Making It On Your Own: Investing
When you’re young, you’ve got amazing dynamics on your side to start investing for retirement or longer-term goals. Get empowered to invest by learning the…More
Wealth Planning
Avoid Liquidity Event Tax Traps
Frequently, new clients come to us asking for help managing their money after they’ve received a huge payout from a liquidity event at work. If…More
Lifestyle
What’s a Better Gift Than a Grand Wedding?
As a lavish wedding can easily surpass $100,000, see other ways to celebrate this important chapter in your child's life, while also saving on gift…More
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Meet the Authors
Phil J. Kastenholz
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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Sandra Conners
Former Partner of Aspiriant
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Tom Tracy
Former Partner of Aspiriant
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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Mary Ellen Krueger
Director in Wealth Management, Partner
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John Allen
Chief Investment Officer, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
