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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
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
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Meet the Authors
Lina Sanchez
Senior Manager in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Jason Shemtob
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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John Allen
Chief Investment Officer, 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
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
