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Get Your Financial Planning Docs in Order
Spring cleaning your home office may seem overwhelming. It’s easier if you start by organizing these five essential financial documents that help your advisors and…More
Wealth Planning
First Quarter 2018 Insight
Our Investment Strategy & Research team continues its comparison of investing to gambling, both of which combine chance with skill. Learn how to recognize when…More
Wealth Planning
5 Common Tax Myths Debunked
As you finalize your 2017 taxes and prepare for the new federal tax law this year, save time and money by avoiding these common tax…More
Wealth Planning
How to Maximize the QBI Deduction
The new qualified business income (QBI) deduction provides a new reason for small business owners to reconsider how they distribute profits to themselves. Learn why…More
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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
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Meet the Authors
Nayan Lapsiwala
Director in Wealth Management, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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Teresa Greenip
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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John Allen
Chief Investment Officer, Partner
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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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Jan Vega
Director in Wealth Management, Partner
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Stephen Kawasaki
Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA, CPA
Director in Investment Strategy & Research, Partner
