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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
Wealth Planning
Making It On Your Own: Credit
Credit is a fact of life in America. It’s easy to get and easy to use. But how you use credit will impact your finances…More
Wealth Planning
Should You Name a Relative as Trustee?
Serving as trustee to a family trust is a major responsibility. Learn about the pros and cons of choosing a relative to manage the trust…More
Uncategorized
Second Quarter 2017 Insight
The long-term growth rate of the U.S. economy charts the flight path of equity values. Our newest Insight highlights the factors, or the fuel, affecting…More
Wealth Planning
3 Strategies for Exercising Incentive Stock Options
Company-provided stock options, especially ISOs, can be a boon for employees of start-ups experiencing skyrocketing growth. The trick is managing the income taxes.More
Wealth Planning
Making It On Your Own: Taxes
For first-time filers, taxes may seem daunting at first. But they're actually pretty easy. Aspiriant wealth managers explain the basics in the second post of…More
Inside Aspiriant
Meet David Muchow
Receiving a large financial infusion can be an emotional event. Read how David Muchow helps business owners, inheritors and C-suite executives avoid knee-jerk reactions and…More
Wealth Planning
Making It On Your Own: Budgeting
The money you’ll make during your lifetime is only half the story. How you manage your money is the key to reaching your personal goals.…More
Uncategorized
Meet Linda Kitchens
Sound financial management doesn’t have to be a mystery if you start early. Linda Kitchens shares how she educates young people about money.More
Wealth Planning
Addiction and Financial Management
Sometimes protecting a family’s assets can go beyond suitable investments and tax-saving strategies. Learn how your wealth manager can also help your family through an…More
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Meet the Authors
Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
Meet the Authors
Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Sandra Conners
Former Partner of Aspiriant
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John Allen
Chief Investment Officer, Partner
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Tom Tracy
Former Partner of Aspiriant
Meet the Authors
Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
Meet the Authors
Chase Arima
Research Analyst in Investment Strategy & Research
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
